Socotra Connected Core Release Notes

2024-Apr-17: Release 2024.16

Bug Fixes

• If a document locator on a policy refers to a document that has been retired in favor of a new version, the new version will be returned when attempting to fetch the document by locator. Prior to this change, attempting to fetch with the retired document locator would return a “not found” error.

• When a renewal is in a quoted state and a regularly scheduled invoice is generated while the renewal is in that state, the platform will now block attempts to advance the renewal to accept.

• Updated document consolidation logic to ensure that consolidation completes as expected even with a mix of static and dynamic documents.

2024-Apr-10: Release 2024.15

Internal improvements only in this release.

2024-Apr-03: Release 2024.14

Internal improvements only in this release.

2024-Mar-27: Release 2024.13

Internal improvements only in this release.

2024-Mar-20: Release 2024.12

Internal improvements only in this release.

2024-Mar-13: Release 2024.11

Bug Fixes

• Updated renewal logic to block field updates to renewals in a quoted state, and to ensure that quoted renewals cannot be re-quoted.

2024-Mar-06: Release 2024.10

Internal improvements only in this release.

2024-Feb-28: Release 2024.9

Core UI Enhancements

• The feature flag property.ui.hide.inactive.entities.enabled hides any “inactive” entities from the UI’s policy view:

• Transactions can now be cloned in any state. If the clone would conflict with the current state of the policy, the clone is deleted, and an error dialog is displayed in the UI. Below is an example of the “Clone” option remaining available as a renewal advances through all states:

Core UI Bug Fixes

• Fixed a bug that prevented all configured policyholder sections and titles from appearing in the policyholder form.

Bug Fixes

• Addressed a deployment bug causing non-string values in policyholder data field configuration to be ignored. Settings for values such as maximum in data fields will be respected in all future deployments.

• Updated endorsement logic to support out-of-sequence endorsements that remove field group values with an earlier effective date than a prior transaction’s removal. For example, it is now possible to remove a field group in an endorsement effective today, and then issue another endorsement removing that field group effective yesterday.

2024-Feb-21: Release 2024.8

Enterprise Search Enhancement

You can now include replaced characteristics for searches by setting includeReplaced to true in the SearchRequest. The default is false.

2024-Feb-14: Release 2024.7

Internal improvements only in this release.

2024-Feb-07: Release 2024.6

Performance Enhancement

• Improved performance of the Check Invoices endpoint so that responses return quickly, even with numerous fees attached to bills.

2024-Jan-31: Release 2024.5

Bug Fixes

• Updated resource management logic to ensure correct resource selection for policies issued with start dates in the future.

2024-Jan-24: Release 2024.4

Data Mart Enhancement

The cancellation table now includes the following columns, providing more insight into cancellation records:

• reason

• comments

• category

See the Data Mart Guide for a complete view of Data Mart’s schema and capabilities.

2024-Jan-17: Release 2024.3

Bug Fixes

• Enhanced transaction logic for policyholder creation to ensure consistency between search results and API responses.

2024-Jan-10: Release 2024.2

Bug Fixes

• Addressed a bug in which the generatingEvent: issue setting for invoices was not being respected for finalized policies, causing invoices to be generated unexpectedly and blocking policy issuance.

2024-Jan-04: Release 2024.1

Internal improvements only in this release.

2023-Dec-20: Release 2023.51

New GA Feature: Policy Renewal Data Filters

The new filtering options on the List renewals for a policy endpoint are now in GA. These options allow you to reduce the size of the response, including only the data you need for your purposes.

Note

This is the final 2023 release. There will be no 2023.52 release on 2023-Dec-27. The 2024.1 release will be available on Thursday, 2024-Jan-04.

2023-Dec-13: Release 2023.50

New Beta Feature: Policy Renewal Data Filters

The List renewals for a policy endpoint now allows you to suppress peril prices and to retrieve only those renewals that are in specific states (draft, issued, etc.). See the endpoint description for details.

Note

The final 2023 release will be 2023.51, on 2023-Dec-20. There will be no 2023.52 release on 2023-Dec-27.

2023-Dec-06: Release 2023.49

Data Mart Enhancement

The auxiliary_data’s locator field has been expanded from 32 to 64 characters to ensure that longer locators are not truncated in Data Mart.

Event Stream Update

The new premiumReport.pay event will fire when a Premium Reporting invoice is paid. The existing payment.pay event will continue to be emitted exclusively for payments on non-Premium Reporting invoices.

2023-Nov-29: Release 2023.48

New GA Feature: Cash Management

Cash Management is now in GA. See the Cash Management Guide for details.

Bug Fixes

• Core UI: addressed an issue to ensure that date selections properly account for daylight savings time when converting the date to a timestamp. Prior to this adjustment, transactions taking place on time shift dates could be blocked unexpectedly.

• Updated the Check Invoices endpoint to align with the full set of invoices as shown in PolicyResponse, including zero-due invoices.

2023-Nov-15: Release 2023.46

Bug Fixes

• Addressed an issue in which attempts to fetch all endorsements or fetch all renewals for a policy could fail with an “out of sort memory” error.

Note

There will be no 2023.47 release on 2023-Nov-22. The next release will be 2023.48, on 2023-Nov-29.

2023-Nov-08: Release 2023.45

Core UI Update: Policyholders Table

The Policyholders table on the homepage now uses the policyholder card definition to determine which columns will be shown. The Locator will always be included, and will be the only column if there are no field references in the policyholder card definition.

For example, given this card definition:

The following table will appear:

Bug Fixes

• Fixed a bug to ensure that Auto-Fill updates to policy length on quotes are reflected in the relevant policy characteristics and effectiveContractEndTimestamp. Prior to this update, resultant inconsistencies on contract length values on the policy data could cause subsequent transaction validation to fail, preventing the quote from advancing.

2023-Nov-01: Release 2023.44

Data Mart Enhancements

• The policy table now has a quote_locator attribute, making it easier to identify the corresponding quote on which the policy was based.

• Several new fields in quote_peril_characteristics bring it to parity with peril_characteristics.

Core UI Bug Fixes

• Fixed a bug that could cause the policyholder “Policies” page to fail to load.

2023-Oct-25: Release 2023.43

New Beta Feature: Cash Management

Cash Management adds a bevy of new payment and invoice capabilities, allowing you to manage payments independently of invoices and accommodate under- and overpayments. See the Cash Management Guide for details.

New GA Feature: Resource Management

Resource Management is now in GA. See the Resource Management Feature Guide for details.

Policy API Update

PolicyModificationResponse objects now include optional cancellationLocator and reinstatementLocator properties that will have values for cancellation and reinstatement modifications, respectively.

Data Mart Enhancements

The policy_modification table now includes an invoice_locator column, making it easier to identify invoices that were issued along with a modification’s acceptance or issuance.

Invoices for accepted policies are now available in the invoice table. Likewise, financial transactions for accepted (not just issued) modifications are available in the financial_transaction table.

The display_id property is exposed in the following tables:

• exposure

• peril

• invoice_payment

• quote_exposure

• quote_peril

The next release will augment the policy table with a quote_locator attribute, and add several fields to quote_peril_characteristics so that the table aligns with peril_characteristics.

2023-Oct-18: Release 2023.42

Note

Database maintenance on sandbox environments is scheduled to begin at 10:00 PM PST tonight. We anticipate 5-10 minutes of downtime during this procedure.

Security Enhancements for External Service Integrations

The new security feature set for external service integrations (ESIs) is complete! This week’s release enables ESI security management via Admin UI and updates ExternalServiceIntegrationUpdateRequest to follow PUT semantics.

Data Mart Enhancements

The invoice table now includes a policy_modification_locator and invoice_transaction_type, making it easier to link invoices with related policy modifications. Next week’s release will also include an invoice_locator column in the policy_modification table.

Note that invoices generated from the invoice schedule will not be linked to a particular policy modification - only those that were issued in conjunction with a transaction (as opposed to being placed on the future invoice stream as a result of the transaction) will have an explicit link to a policy modification.

Bug Fixes

• Fixed a bug to ensure that the dueTimestamp returned by the installments plugin on fee reversals is honored in the corresponding invoice. Note that dueTimestamp will continue to be rounded up to midnight for the indicated due date.

• Revised grace logic that had improperly blocked policy grace settlement due to outstanding invoices for accepted (not issued) transactions.

• Core UI: Previous search text is now selected when the search modal is re-opened, making it easier to enter a new query when desired - just start typing!

• Core UI: The invoice type Other will be shown in invoice tables; prior to this change, such invoices were displayed with no value in the Type invoice table column.

2023-Oct-11: Release 2023.41

Security Enhancements for External Service Integrations

Additional security feature enhancements available for preview include the following:

• Certificate verification toggling for all three major features relying on ESIs: Auto-Fill, Webhooks, and External Raters

• Validation for tag requirements to enforce length between 2 and 32 characters, inclusive.

The upcoming beta release of Integrations Security Enhancements will enable configuration via the Admin UI.

Bug Fixes

• Fixed a bug in which fees on planned invoices for quoted endorsements would not be visible in EndorsementResponse.plannedInvoices. These fees are now shown in the EndorsementResponse and exposed in Core UI.

• Core UI: addressed an issue preventing field group value deletions from being persisted.

• The property.reinstatement.constant.premium.enabled flag is now enabled by default for all new tenants. The reinstatement pricing documentation had erroneously indicated that this flag has been enabled by default since January 2022.

2023-Oct-04: Release 2023.40

New GA Feature: Policy API Filtering Enhancements

Previewed in the prior release, query parameters for the GET policy endpoint are now in GA.

Security Enhancements for External Service Integrations

Following on last week’s release, the socotra-signature header will now appear as part of Auto-Fill messages. With this update, socotra-signature is now available for all three major features relying on ESIs: Auto-Fill, Webhooks, and External Raters.

A subsequent release will add the following:

• Certificate verification toggling for Auto-Fill and External Raters.

• Admin UI updates for SecuritySpecification management across Webhooks, Auto-Fill, and External Raters.

Bug Fixes

• Core UI now allows cancellation of expired policies, as long as the cancellation effective timestamp precedes the policy’s end timestamp.

• Fixed a bug in which irrelevant installment fees could be shown on the next planned invoice after the preceding invoice was generated. This bug did not affect the financial integrity of generated invoices, since such invoices were not being issued with those fees. This update ensures that what is shown on the future invoice stream accurately reflects what will be issued.

2023-Sep-27: Release 2023.39

Preview: Policy API Filtering Enhancements

New query parameters have been introduced to the GET policy endpoint to enable filtering of response entities aimed at reducing payload size and response times.

Preview: Security Enhancements for External Service Integrations

You can now set and update a SecuritySpecification for https:// endpoints via the Integrations API. This feature allows the following:

• Setting a secret for an HMAC signature that will be supplied in the new socotra-signature header.

• Setting a tag to help identify which secret is currently in use.

• Toggling the presence of the socotra-signature header with hmacEnabled.

• Toggling certificate verification with secureSSL.

Once the SecuritySpecification is supplied, socotra-signature will appear in the message headers for any Webhook or External Rater relying on the integration. The signature will soon be available for Auto-Fill as well.

Disabling certificate verification with secureSSL will take effect exclusively for Webhooks in this release.

A subsequent release will add the following:

• socotra-signature header in Auto-Fill messages.

• Certificate verification toggling for Auto-Fill and External Raters.

• Admin UI updates for SecuritySpecification management across Webhooks, Auto-Fill, and External Raters.

See the Security Features section of the Integrations API for details.

Socotra Scripts Repository Update

A new version of the Socotra Plugin Reference Implementations has been released, with minor updates to the unit test suite.

Data Mart: New Fields in Invoice Payment

The invoice_payment table in Data Mart now includes the following fields:

• state

• updated_timestamp

• created_timestamp

These fields correspond to product enhancements in the forthcoming Cash Management feature. Please contact your Socotra representative if you would like to evaluate the Cash Management preview or receive advance documentation.

Core UI Bug Fixes

• Fixed a bug preventing the creation of additional cancellations for policies that have already been canceled.

2023-Sep-20: Release 2023.38

Dynamic Document Rendering API Enhancements

The Dynamic Document API now supports the premium_report transaction type in the PolicyDocumentRenderRequest.

Socotra Command Line Tools Update

A new version of the Socotra Command Line Tools has been released, with improved error handling and enhancements to authentication and deployment. It also addresses bugs in socotra-deploy and socotra-scripts that could cause them to fail unexpectedly.

Data Mart: Cash Management Tables

Data Mart now includes these tables:

• cash_balance

• disbursement

• disbursement_fields

• cash_balance_log

• catchup_invoices

These tables correspond to product enhancements in the forthcoming Cash Management feature. They will not contain data until the release of Cash Management and its enablement on the tenant. Please contact your Socotra representative if you would like to evaluate the Cash Management preview or receive advance documentation.

Note

The next Socotra release (2023.39) will expose three new fields in the invoice_payment table: state, updated_timestamp, and created_timestamp. They, too, will not contain data prior to Cash Management activation.

Bug Fixes

• Fixed a bug in which the PolicyResponse returned on policy update could report an incorrect configVersion.

• Addressed an issue in Core UI causing datetime field values to be inaccurate for some time zones.

2023-Sep-13: Release 2023.37

Dynamic Document Rendering API Enhancements

The Dynamic Document API now supports the cancellation and reinstatement transaction types, in addition to endorsement and renewal. transactionType is now case-insensitive in the PolicyDocumentRenderRequest.

Product Validation Update

New product name validations disallow emojis and the following characters:

$, @, =, ;, /, \\, :, +, ,, {, }, ^, %, `, [, ], >, <, ~, #, *, ?, |

These characters are still allowed:

-, _, . , (, ), !, ', ", &

Performance Enhancement: Deployments

Configurations under 4 megabytes will benefit from improved caching in the asset loading process. Similar enhancements will soon be released for larger configurations and will be mentioned in the release notes.

Bug Fixes

• Fixed a bug that prevented entities such as policyholders from having fields beginning with the string tenant.

• Addressed a Core UI bug so that any fee on the invoice detail view will appear with its configured displayName, not its internal name.

2023-Sep-07: Release 2023.36

Enhancement: SSO Authentication Endpoint

The new client authentication endpoint for SSO tenants allows clients to authenticate themselves or a tenant admin user.

Bug Fixes

• Addressed a bug to ensure that cancellationCategory and cancellationComments are exposed in proration plugin data on cancellation transactions.

2023-Aug-30: Release 2023.35

New Feature: Resource Management (Beta)

Resource Management offers substantial functionality for the management of configuration reference data that will change over time.

Key capabilities:

• Deploy configuration resource files independent of the main config

• Apply Product namespacing and “Effective Timestamps” to resources

• Manage resource files individually or in groups (“Resource Groups”)

• Easily configure an Effective Dating strategy for resource selection

• Manage resources via public API endpoints or the Admin Panel

See the Resource Management and Resource Management API documentation for details.

Resource Management (Beta) is available in all environments during the beta period.

Contact your Socotra representative if you would like to review the feature in more detail.

New Transaction Effective Events

Webhooks now supports a variety of new Transaction Effective Events, signaling when an issued transaction comes into effect. See the Event Stream API for further details.

The followings event types have been added:

• Policy Effective: policy.effective

• Endorsement Effective: endorsement.effective

• Renewal Effective: renewal.effective

• Cancellation Effective: cancellation.effective

• Reinstatement Effective: reinstatement.effective

• PremiumReport Effective: premiumreport.effective

Note

Transaction effective events may not be emitted for previously issued transactions with effective dates prior to the 2023.35 release.

Dynamic Document Rendering API Enhancements

New transaction-specific data objects are available for ad-hoc document rendering.

• Specify the desired transaction type and locator PolicyDocumentRenderRequest

• Now available for the renewal and endorsement transaction types.

• Additional transactions will be made available in future releases.

Bug Fixes

• Core UI: fixed an issue in which endorsement date and time selection could default to the current time. Endorsement effective times now default to midnight (tenant timezone) consistently.

Note

The next release (2023.36) will be on Thursday (2023-Sep-07), not Wednesday (2023-Sep-06).

2023-Aug-23: Release 2023.34

Internal improvements only in this release.

2023-Aug-16: Release 2023.33

Data Mart Reporting

The Unearned Premium Accounts Receivable report in the Socotra Data Mart Demo GitHub repository has been updated to better align with results from the equivalent platform report, including rounding behavior.

Core UI Bug Fixes

• Fixed an issue causing policyholder fields of type number to be omitted from the policyholder summary and editing form.

• Updated logic to ensure that policy cancellation is available when the policy has not expired and other cancellations have been reinstated, especially for “flat” cancellations (cancellations back to policy inception).

2023-Aug-09: Release 2023.32

Core UI Updates

• The renewal price breakdown view now draws its data from the latest pricing change endpoint instead of the legacy pricing preview endpoint.

• Fixed a bug in which an issued policy could be presented with editable fields, which should appear as read-only.

2023-Aug-02: Release 2023.31

Bug Fixes

• A PolicyResponse in the list returned from policyholder policies fetch now includes quoteLocator when applicable, just as PolicyResponse already does when returned from other endpoints.

• Fixed a bug in Core UI to ensure that an endorsement can be issued on the same effective date as a prior endorsement, with the new endorsement’s forms accurately reflecting policy state after the latest issued endorsement with that effective date. This helps support “undo” operations in which a new endorsement is issued to overwrite a prior endorsement’s changes.

2023-Jul-26: Release 2023.30

Plugin Data Fetch: Additional Entities Now Available

With Plugin Data Fetch you can now retrieve these additional entities:

• Claim

• Endorsement

• Renewal

• Quote

• PremiumReport

Core UI Bug Fixes

• Updated the Fees table to ensure that it shows the fee’s displayName as the name.

• Fixed a bug in the Policy view causing exposures and perils to be incorrectly labeled as “inactive” when viewing the policy prior to the policy’s start.

2023-Jul-19: Release 2023.29

Bug Fixes

• An ExternalRaterPriceRequest for a reinstatement now includes the corresponding reinstatementLocator.

• Fixed a bug that could cause Core UI to unexpectedly override an endorsement’s startTimestamp.

2023-Jul-12: Release 2023.28

Bug Fixes

• Payment Schedule Plugin: installment fees added by endorsement, renewal, or reinstatement will appear as expected in generated invoices, and will not appear in the future invoice stream if the transaction has not yet been issued.

• Addressed an overzealous field validation bug; updates to renewals and endorsements will allow missing required fields until quoting, acceptance, or issuance.

2023-Jun-28: Release 2023.26

New GA Feature: Enterprise Search

Enterprise Search advances discoverability in the Socotra platform in several ways:

• Expands the set of returnable entities.

• Allows for searches via API or Core UI, with more expressive syntax.

• Enables complete control over which custom data field values should be indexed for search.

• Introduces an optional “search summary” specification to determine which additional details should be returned as part of the search result for each type of returnable entity.

See the Search Guide and Search API documentation for details.

Contact your Socotra representative if you would like to migrate any of your tenants to Enterprise Search.

Cash Management Preview

A preview release of Cash Management is available for early evaluation. Cash Management enables more flexible payment management and invoice settlement, along with a range of related features. Please contact your Socotra representative if you would like additional details or an opportunity to test Cash Management in a tenant.

Auto-Fill Update

Auto-Fill will no longer treat the omission of a property from the response as a directive to clear the value for the property. Prior to this update, properties would be treated as unchanged only if the top-level container, such as fieldValues, was omitted from the Auto-Fill response. Now a given property, such as an individual field value, will be treated as unchanged unless it is explicitly set to an empty or null value in the response.

Example

// Request:
{"fieldValues": {"color": ["blue"], "make":["camry"]}}

// Response:
{"fieldValues": {"make":["camry"]}} // fieldValue `color` is missing.

// Prior behavior: Autofill request for a subsequent call / final policy transaction request contains:
{"fieldValues": {"make":["camry"]}}

// New behavior: Autofill request for a subsequent call / final policy transaction request contains:
{"fieldValues": {"color": ["blue"], "make":["camry"]}}

Note

There will be no 2023.27 release on 2023-Jul-05. The next release will be 2023.28, on 2023-Jul-12.

2023-Jun-21: Release 2023.25

Core UI Update

The following changes are enabled by default, no longer gated by UI Preview Mode:

• Improved overview component when viewing policy details

• New Application & Policy tables under the Policyholder

Bug Fixes

• Payment Schedule Plugin: addressed an issue in which the dueTimestamp set on ad-hoc fee installments was not reflected in the corresponding generated invoice. Invoice due dates for such invoices will continue to be rounded up to the end of the day (start of next day - 1ms, in the tenant time zone) that the dueTimestamp indicates.

• Fixed a bug that that could cause the startTimestamp on newly-added perils via endorsement to be recorded erroneously as the createdTimestamp as well.

2023-Jun-14: Release 2023.24

Impending Core UI Update

The changes currently gated behind the UI Preview Mode will be exposed by default in the 2023.25 release next week (2023-06-21)

These changes include:

• Changes to overview component when viewing policy details

• New Application & Policy tables under the Policyholder

2023-Jun-07: Release 2023.23

Auto-Fill Guide Diagram

The Auto-Fill Feature Guide now includes a visual overview of the configuration and execution sequence.

Bug Fixes

• Grace Settlement: addressed a race condition that could leave a grace period unsettled even though its associated invoice was settled.

• Endorsements: locators for newly added perils will remain constant through subsequent policy and endorsement data fetches.

2023-Jun-01: Release 2023.22

Enhancements

• Invoice Fetch Performance: query optimizations improve performance for calls to the Check Invoices endpoint, especially when there have been many invalidated quotes and associated invoices.

Bug Fixes

• Addressed an issue in which reinstatements for future-dated cancellations could result in an invoice being issued ahead of schedule and incorrectly associated with the reinstatement transaction. Such reinstatement transactions will now have zero-due invoices issued with them. This update only pertains to invoicing without the payment schedule plugin.

2023-May-24: Release 2023.21

Roles Enablement

Roles will now be enabled by default on all new tenants. Existing tenants retain the option to opt in to this feature.

Enhancements

• Auto-Fill: exposureName is now available in AutofillExposureUpdateRequest.

Bug Fixes

• Fixed a bug where attempts to attach multiple installment fees to a given installment via the payment schedule plugin would not result in the corresponding invoice having all specified fees.

2023-May-17: Release 2023.20

Impending Plugin Update

May 24th’s release will introduce a 40-kilobyte limit to plugin log messages. Messages exceeding this limit will be truncated, ending with ***truncated***.

Removal Notice

As per previous notices the following deprecated feature flags have been fully removed from the system and setting them in the config no longer has any impact. Please contact your Account Representative with any questions.

• Quotes for New Business: property.quotes.for.new.business.enabled

• Quotes for Endorsements and Renewals: property.quotes.for.endorsements.and.renewals.enabled

• Premium Reporting: property.premium.reporting.enabled

Stale Quotes Handling Update

The platform will now prevent an endorsement quote from advancing beyond the quoted state if at least one invoice on the existing scheduled invoice stream has been issued after the creation of the quote.

If an attempt is made to advance such a quote, the system will respond with an error indicating that the proposed endorsement must be re-quoted.

New GA Feature: Roles

• The Roles feature allows you to update base Socotra roles or create new roles to match the interactions you need for different types of users.

• Current users will maintain existing access and permissions through the transition to the new Roles feature.

• This feature requires the latest Connected Core authentication and user interface.

• Contact customer support to provide feedback on the Roles feature.

• See Roles Feature Guide for details.

Core UI New Feature - UI Preview Mode

This weeks release introduces “UI Preview Mode” which enables customers to try out and provide feedback on planned UI changes.

In this first preview release we are providing a preview of two new layout formats: 1) Changes to overview component when viewing policy details 2) New Application & Policy tables under the Policyholder

In order to enable preview mode, navigate to the user menu in the upper right of the UI.

Disable preview mode by simply toggling the same menu option.

Bug Fixes

• External Rater: Addressed bug where technicalPremium response was not correctly applied to policy in some edge cases.

• Invoices: Payments to zero-due and carried-forward invoices are no longer allowed.

Note

There was no 2023.19 release on 2023-May-10.

2023-May-03: Release 2023.18

Socotra Legacy User Interface End of Life

As previously announced, the Socotra Legacy User Interface for Policy Core Admin has reached end of life. All customers should use the latest user interface.

UI Update

A “Copy payment locator” button is now available in the invoice detail view.

Webhooks

An optional displayName field has been added to webhooks.

Bug Fixes

• Updated non-repeatable field group behavior for out-of-sequence endorsements: endorsements can set initial values for a field group, even if a prior endorsement initialized values with a later effective date. Values supplied at the earliest effective date will override subsequent values.

• Addressed a Core UI endorsements issue in which adding perils after an Auto-Fill operation could fail unexpectedly.

• Performance issues have been remedied for the Policy Fetch and Quote Fetch endpoints.

2023-Apr-26: Release 2023.17

Bug Fixes

• Payment Schedule Plugin: addressed an issue in which a reinstatement installment’s dueTimestamp could fail to be reflected in the corresponding invoice.

• Data Mart: when the set of policy-, exposure- or peril-level field values is updated for a given quote, the new field values will replace existing field values for the corresponding characteristic. Prior to this change, updated field values on quotes were simply added to the set of characteristics fields entries, making it more difficult to ensure that queries fetch the current (latest) field values.

• Roles and Permissions: Claims Only users can now add payables when the roles and permissions flag is disabled.

2023-Apr-19: Release 2023.16

New Features

• Data Mart v3 (“Standard Reports Foundation”) is now released for general availability! See the Data Mart Guide for details.

• Feature flag property.ignore.threshold.based.tax.comparison overrides default threshold-based tax calculation checks that retain existing tax values when new calculations suggest taxes should be held constant. Enabling this flag tells the platform to always use new tax calculations.

• There is now a configurable limit (default 200) on the number of files in the scripts directory that can be deployed to a tenant. Deployments exceeding this limit will fail with a threshold breach message. This limit can be adjusted per-tenant upon request.

Core UI New Features

• When loading a policy, the default date slice selected will default to what is active today

• If the policy is not active today, the default date slice will be the first slice of the policy

Bug Fixes

• Data Mart: when the set of policy-level field values is updated for a given quote, the new policy characteristics field values will replace existing field values for that characteristic. Prior to this change, policy-level field values on quotes were simply added to quote_policy_characteristics_fields, making it more difficult to ensure that queries fetch the latest values.

2023-Apr-12: Release 2023.15

Bug Fixes

• An active grace period will be now be settled if a manual cancellation is issued with effective time equal or prior to the grace period’s effective cancellation time.

• exposureModifications in PolicyResponse will now have perilModifications divided between pre- and post-split segments as expected following an endorsement affecting exposures. Prior to this update, post-split perilModifications were appearing under the pre-split exposureModifications in the PolicyResponse passed to raters.

2023-Apr-04: Release 2023.14

New Feature: Enterprise Search (Beta)

Enterprise search offers substantial improvements over our existing search functionality, including the following:

• Configurable indexing: you decide which entity fields are searchable

• “Fuzzy” and “starts with” matching on strings

• Advanced search syntax for inclusion, exclusion, and specific field matching

• Payments as an additional searchable entity, along with quotes, policies, claims, subclaims, policyholders, and premium reports

• Public API endpoint for conducting searches and fetching results programmatically

• New “Advanced Search” page in Core UI

See the Search Guide and Search API documentation for details. Enterprise search beta is available in sandbox tenants during the beta period.

Contact your Socotra representative if you would like to opt in to the beta testing program.

Updated Feature: Data Mart v3 (Beta)

Data Mart v3, also known as Standard Reports Foundation, augments Data Mart with several additional tables covering payments and claims.

Highlights:

• You can now produce all of Socotra’s standard reports via Data Mart

• Indemnity, lump sum payment, and deductible fields available in the peril_characteristics table

• Premium, gross tax, and fee change fields in the policy_modification table display_id in the invoice table

• Uniform endorsement value as the type for endorsement transactions in policy_modification

See the Data Mart Guide for additional details, including a schema diagram, code samples, and FAQ.

API Update

PaymentCreateRequest was renamed to InvoicePaymentRequest.

2023-Mar-29: Release 2023.13

Internal improvements only in this release.

2023-Mar-22: Release 2023.12

Endorsement Update

• Endorsements are no longer allowed to change policy end dates, by default. The application and Endorsement APIs prevent changing the policy end timestamp (extension or reduction endorsements) unless the new feature flag (property.endorsement.update.policydate.enabled) is first set to true for your tenant.

• See Extension and Reduction Endorsements and Endorsements API for details.

2023-Mar-15: Release 2023.11

Bug Fix

• Fixed a bug where an invoice generated on renewal had an incorrect due date. The problem is fixed, and invoice due dates correctly use the dueTimestamp set by the installments plugin.

2023-Mar-08: Release 2023.10

Context Added to Endorsement Response: Perils Have Locators

• Every EndorsementResponse exposure, including newly added perils, now has a locator.

• A new endorsement response property, newlyAdded, is now available for all EndorsementResponse perils. This property will be true if and only if the peril was added as part of the endorsement.

• Checking the newlyAdded property is the method your code must use to determine whether a given peril was added by the transaction.

• Note: Checking for the existence of a locator on an EndorsementResponse can no longer be used to infer that a peril is newly added by the transaction.

Bug Fix

The All Policies Report takes a date range and returns all unreplaced coverages with at least some coverage in that range. Prior to this adjustment, the report omitted coverages that began and ended entirely within the requested range.

2023-Mar-01: Release 2023.9

New Beta Feature: Roles

• The Roles feature allows you to update base Socotra roles or create new roles to match the interactions you need for different types of users.

• Current users will maintain existing access and permissions through the transition to the new Roles feature.

• This feature requires the latest Connected Core authentication and user interface.

• Contact customer support to provide feedback on the Roles feature.

• See the Roles Feature Guide (Beta) for details.

Enhancement: Independent Tables and Static Documents

• If you deploy an independent table or an independent static document, the application will now check to see if the item has already been deployed. For exact duplicate items, the application will skip deploying the item and instead continue to use the existing copy of the table or static document.

• Deployments which include such duplicates will now take less time.

2023-Feb-22: Release 2023.8

Improved error messages and internal improvements in this release.

2023-Feb-15: Release 2023.7

Configuration Enhancement: Independent Static Documents

• You can now configure and deploy static documents independently from Config.zip.

• Independent static documents have an effective date associated with each static document.

• See the Static Documents and Static Documents API topics for details.

• Contact Socotra customer support for any assistance needed while adopting this new functionality.

Updated Endpoint: Independent Tables

• The get tables endpoint now includes an optional matchMode parameter.

• See the Tables API topic for details.

2023-Feb-08: Release 2023.6

Internal improvements only this release.

2023-Jan-31: Release 2023.5

Deployment Enhancement on Sandbox

• The sandbox environment now uses a faster and more robust deployment process. This enhancement is available for additional environments by request to Socotra support.

2023-Jan-25: Release 2023.4

New Event Stream Event

• Webhooks now supports the following event type: Invoice Written Off

• The invoice.writtenOff event will now fire when an invoice is written off.

Bug Fix

• Fixed a bug where issuing an endorsement would sometimes result in a duplicate key locator error (for endorsements that triggered new document generation). This error no longer occurs.

• Fixed a bug where the Core UI was displaying an incorrect “Last deployed date” after a new deployment completed. The correct date is now displayed.

2023-Jan-18: Release 2023.3

Data Mart Enhancement

TLS connections are now enabled for Data Mart instances.

Updated Feature: Exact Technical Premium and Commission

You can now specify exact amounts for all three of the primary rating values – premium, technical premium, and commission – in your coverage pricing calculations. This allows precise control of price scaling relative to time durations. See the Premium Calculations topic for details.

2023-Jan-11: Release 2023.2

Beta: Exact Technical Premium and Commission

You can now specify exact amounts for all three of the primary rating values – premium, technical premium, and commission – in your coverage pricing calculations. This allows precise control of price scaling relative to time durations. See the Premium Calculations topic for details.

Beta: Deployment Enhancement

Socotra has a faster and more robust deployment process, which is now available for beta testing. If you are interested in trying this new deployment process, contact Socotra support for more information.

New Document Endpoint

• The Document API includes a new endpoint.

You can now render a document for a policy using a liquid template from your configuration, rather than passing the template content to the endpoint. See the renderPolicyDocumentFromConfig topic for details.

2023-Jan-04: Release 2023.1

New Data Mart Tools

• The socotra-datamart-reports Python package makes it easy to run common reports against Data Mart, and includes code and queries you can adapt to your needs. The code repository for this package is available on GitHub.

• The socotra-datamart-demos repository includes sample queries and code run against socotra-datamart-reports.

Note

There was no 2022.52 release on 2022-Dec-28.

2022-Dec-21: Release 2022.51

Internal improvements only this release.

Note

There will not be a 2022.52 release on 2022-Dec-28. The next release will be 2023.1, on 2023-Jan-04.

2022-Dec-14: Release 2022.50

Configuration Enhancement: Independent Tables

• You can now configure and deploy tables independently from Config.zip.

• Using independent table configuration allows you to specify an effective date for each table.

• See the Tables API and Independent Table Configuration topics for details.

• Contact Socotra customer support if you opt to remove existing tables from Config.zip and deploy them independently, and need help with the transition.

Updated Feature: Data Mart v2

• Data Mart v2 features several additional tables for auxiliary data, premium reporting, underwriting, and quotes. You can view the updated schema in the Data Mart feature guide.

2022-Dec-07: Release 2022.49

New Feature: Time Precision on Endorsement Transactions

• You can now set a time (hour / minute / second) for the endorsement effective date.

• To use this feature, you must set the feature flag property.ui.endorsement.precision.second.enabled to true.

• The Endorsement Create Dialog and the the Endorsement Policy Details form used during endorsement creation will have this added time precision, if you enable this feature.

New Feature: Webhooks v2

Webhooks now supports diverting events for the purposes of failure handling.

• The FailureHandling property in WebhookRequest and WebhookResponse now includes an additional FailureHandlingMode: divert.

• The application will store failed events which have failure handling mode set to divert.

• Webhooks includes the following new endpoints:

  • Get a paginated list of diverted events for a webhook

  • Resend a diverted event

  • Delete a diverted event

• See the updated Webhooks feature guide for more information.

Updated Feature: Data Mart v2 Beta

• Data Mart v2 Beta features several additional tables for auxiliary data, premium reporting, underwriting, and quotes. You can view the updated schema in the Data Mart feature guide.

Updated Feature: Invoicing

• Setting the new feature flag property.endorsement.nonrated.retain.invoices to true alleviates the burden of writing installments plugin logic to define the invoice stream for non-rated endorsements.

• Setting this flag to true results in no call to the installments plugin for non-rated endorsements; instead, the platform will retain the existing invoice stream as-is, with at most one zero-due invoice generated for the endorsement.

• The zero-due invoice can also be suppressed with the existing property.endorsement.zerodue.invoices.suppression.enabled flag.

Bug Fix

• Fixed a bug where some invoices issued after a lapse or a cancellation were not correctly labeled.

• The application will now always correctly label invoices “cancellation” or “lapse”, and issue such invoices immediately.

2022-Nov-30: Release 2022.48

Bug Fix

• Fixed a bug where the current timestamp was being returned with a payment reversal, rather than the transaction timestamp. The application now returns the correct timestamp.

Note

There was no 2022.47 release on 2022-Nov-23.

2022-Nov-16: Release 2022.46

New Beta: Webhooks v2

Webhooks now supports diverting events for the purposes of failure handling.

• The FailureHandling property in WebhookRequest and WebhookResponse now includes an additional FailureHandlingMode: divert.

• The Socotra application will store failed events which have failure handling mode set to divert.

• Webhooks includes the following new endpoints:

  • Get a paginated list of diverted events for a webhook

  • Resend a diverted event

  • Delete a diverted event

• See the updated Webhooks feature guide for more information.

Socotra Enhancement

• The date inputs for configured fields in the Socotra application have been updated.

• The date inputs all include support minimum and maximum dates, along with date offsets. The date inputs will not allow selection of dates and times outside of the allowed range.

• These date inputs match the existing policy start and policy end date inputs.

Bug Fix

• Fixed a bug where, fetching invoiceType from an invoices array on policy issuance, in a liquid template, was throwing an error.

Note

There will not be a 2022.47 release on 2022-Nov-23. The next release will be 2022.48, on 2022-Nov-30.

2022-Nov-09: Release 2022.45

Internal improvements only this release.

2022-Nov-02: Release 2022.44

Socotra Enhancement

• A summary list of policy holders can now be displayed on the Socotra UI Home Page. To enable this feature and display the policy holder list, set the feature flag property.ui.home.policyholder.list to true. With this flag set to true, the home page will display a list of policy holders, including Last Name, First Name, Locator ID, and a link to the policy holder detail view. This flag is set to false by default.

2022-Oct-26: Release 2022.43

Note

The Data Auto-Fill and the External Data Calls features are not compatible. You must remove any legacy External Data Calls from your UI for Data Auto-Fill to function correctly.

2022-Oct-19: Release 2022.42

Deployment Status Endpoint Now Available

• The Deployments API includes a new endpoint, GET /deployments/status, which will tell you whether the deployment is currently in progress or deployed.

2022-Oct-12: Release 2022.41

Socotra Legacy User Interface Deprecation and End of Life

• Socotra Legacy User Interface for Policy Core Admin support ends on April 15, 2023.

• Migrate to the current Socotra User Interface as soon as possible, but before April 15, 2023.

2022-Oct-05: Release 2022.40

Locators now available on newly added exposures

• Every EndorsementResponse exposure, including newly added exposures, will now have a locator.

• An optional property, newlyAdded, is now available for all EndorsementResponse exposures. This property will be true if and only if the exposure was added as part of the endorsement.

• Check the newlyAdded property to determine whether a given exposure was added by the transaction.

• Checking an EndorsementResponse for the existence of a locator can no longer be used to infer that an exposure is newly added by the transaction.

2022-Sep-28: Release 2022.39

New Feature: Data Mart!

• Data Mart powers your reporting with a relational view into your Socotra book of business.

• You can issue SQL queries across a broad set of tables, including policies, transactions, field values, and financials.

• See the Data Mart feature guide for details.

Complex Proration Support

• Complex proration support will be enabled for all tenants in the October 5th release (2022.40).

• The property.one.shot.proration.enabled feature flag and legacy proration support will be removed.

2022-Sep-21: Release 2022.38

Bug Fix

• Fixed a bug where attempting to configure an external rater with an invalid name, using the Integrations API, resulted in a JSON parse error. Socotra now validates the external rater name and displays an error (“You have specified a blacklisted header: Content-Type”) when an invalid name is passed to the Integrations API.

2022-Sep-14: Release 2022.37

New Beta Feature: Data Mart

• Data Mart powers your reporting with a relational view into your Socotra book of business.

• You can issue SQL queries across a broad set of tables, including policies, transactions, field values, and financials.

• Contact your Socotra representative for onboarding details.

Proration Plugin Enhancement

• The proration plugin now includes complex proration support. In your plugin implementation, you can now handle complex proration calculations for cases involving minimum premium, short-rate cancellation, etc.

• For each cancellation or endorsement transaction, the complete set of items to prorate is passed to the proration plugin, thus enabling complex proration calculations which require the entire set of premiums, fees, etc.

• Before this change, the proration plugin was called several times for an endorsement or cancellation, with only a subset of the items to prorate available each time the proration plugin was called. calculations.

• Complex proration is enabled by default for new tenants, and disabled by default for existing tenants. To enable complex proration, set the feature flag: property.one.shot.proration.enabled to true.

Note

In an upcoming release, complex proration support will be enabled for all tenants and the property.one.shot.proration.enabled feature flag will be removed.

New Feature: Administrator Panel

• Socotra now includes an administrator login and an administrator panel.

• To access the new administrator panel, click “Administrator Login” on the main Connected Core login page.

• The admin panel includes support for admin tasks related to user credentials, integrations, script logs, and portals registration.

• Select a tenant from the drop-down list of tenants to change admin settings for that tenant.

• The integration tab of the admin panel allows you to create and manage External Raters, Data Auto-fill, and Webhooks.

Invoicing Enhancement

• You can now optionally suppress zero-due endorsement invoices.

• If you enable this feature, the zero-due invoice behavior will change as follows. No invoice will be generated for an endorsement if the total amount due is zero. In this case, the issued endorsement has no invoice associated with it. For example, the EndorsementResponse does not have the invoice property set, and the Socotra user interface will not show any invoices for that endorsement.

• Set the feature flag property.endorsement.zerodue.invoices.suppression.enabled to true to suppress zero-due invoices.

2022-Sep-08: Release 2022.36

Beta Proration Plugin Enhancement

• The proration plugin now includes complex proration support. In your plugin implementation, you can now handle complex proration calculations for cases involving minimum premium, short-rate cancellation, etc.

• For each cancellation or endorsement transaction, the complete set of items to prorate is passed to the proration plugin, thus enabling complex proration calculations which require the entire set of premiums, fees, etc.

• Before this change, the proration plugin was called several times for an endorsement or cancellation, with only a subset of the items to prorate available each time the proration plugin was called. calculations.

• Complex proration is enabled by default for new tenants, and disabled by default for existing tenants. To enable complex proration, set the feature flag: property.one.shot.proration.enabled to true.

Search Bar Enhancement

• Search keyboard shortcut Control-/ now opens the modal search dialog.

2022-Aug-31: Release 2022.35

Search Bar Enhancements

• Search results appear in a floating modal dialog.

• Search results will persist when changing tabs.

• Fixed a bug where searching for the same thing twice resulted in search hanging.

• See Search dialog for user interface details.

Clone Enhancements

• You can now clone existing exposures while creating a new business quote.

• A new action, “Clone”, is new available on both the exposure list view and exposure details view.

• Selecting “Clone” will add a new exposure and copy over all data of that selected exposure, including any unsaved changes.

Socotra Scripts Repository

• Socotra plugin reference implementations are now available on github at Socotra Plugin Reference Implementations.

2022-Aug-24: Release 2022.34

Write Off an Invoice

• In the user interface, unsettled invoices can be marked as written off by clicking the “Write Off” button at the top of the invoice view. After confirming the action the settlement status of the invoice is update to settled and the settlement type is updated to writtenOff. You cannot write off a Paid invoice. Instead you just first you must first reverse the payment and revert the invoice to an outstanding settlement status. You can then proceed to write off the invoice.

• This action is available in the API using the Invoice Write-Off endpoint.

• See Invoice Write-Off for user interface details.

Bug Fixes

• Fixed a bug where the Fetch Policy Coverage summary API was incorrectly throwing the error “Policy history timestamp must be greater than or equal to …”.

Note

There was no release on 2022-Aug-17.

2022-Aug-10: Release 2022.32

New Feature: Webhooks!

• Webhooks allow you to notify external systems when events of interest occur.

• Each webhook will notify an external service integration when an associated event of interest is raised by Socotra.

• See the Webhooks feature guide for details.

Hide Peril Coverage Limits in the User Interface

• You can hide or show peril coverage limits in the user interface by using the following new feature flag: property.ui.hide.peril.limits.enabled. This flag defaults to false.

• Set this new flag to true to hide peril coverage limits in the UI if you do not use these limits.

Endorsement Cloning in the User Interface

• You can now clone an endorsement. Cloning an endorsement creates a copy of the existing endorsement as a new draft endorsement.

• When you clone an endorsement, Socotra creates a copy of the endorsement and displays the newly created clone as a draft endorsement.

Note

If you attempt to clone an endorsement with unsaved changes, a confirmation dialog will alert you that you have unsaved changes. You can continue, and the unsaved changes will not be included in the the clone, or you can cancel the clone and save your changes.

Bug Fixes

• Fixed a bug where the PolicyCharacteristicsResponse was missing from the PolicySnapshotResponse for a cancelled policy.

• Fixed a bug where the decimal validation on number fields was inconsistent.

• Fixed a bug where a field group was displayed twice in the “Review Changes Page” when creating Endorsements/Renewals.

2022-Aug-03: Release 2022.31

New Feature: Data Auto-Fill!

• Data Auto-Fill allows supplementing information provided by an end-user or integrated system with additional information.

• An internal plugin or external service integration can be used to supplement information.

• See the Auto-Fill Feature Guide for details.

New Beta Feature: Webhooks!

• Webhooks allows you to notify external systems when events of interest occur.

• Each webhook will notify an external service integration when an associated event of interest is raised by Socotra.

• See the Webhooks Beta Guide for details.

Multicurrency in the User Interface

• To enable or disable the section for policy currency in the UI, there is a new feature flag available: property.ui.multicurrency.enabled. This flag defaults to false.

• To use multicurrency features and have the ability to have different currencies for policies in the system, turn the flag to true.

• Note: Multicurrency features are available in the API (regardless of the value of this UI feature flag).

Bug Fixes

• Fixed a bug where the External Rater request was missing Endorsement Locator

• Fixed a bug where creating a Policyholder that had a multiline value in its field values would fail.

• Fixed a bug in the UI where logged-in users could not change their password in some environments.

2022-Jul-27: Release 2022.30

Bug Fixes

• Fixed a bug where updates to conditional field groups made via the UI would sometimes fail with an HTTP 500 error.

• Fixed a bug where attempts to renew policies with currencies that differed from the tenant’s default currency would fail with a “Failed to accept renewal error.”

• Fixed a bug in which lookups against large tables could fail to find an existing value

• Fixed a bug where attempts to add multiple values for the same field group in a policy quote update request would fail with a 500 error.

• Fixed a bug where the On-Risk report could fail in the sandbox environment.

• Fixed a bug in the UI where and endorsement could fail to save.

• Fixed a bug where the timestamp on a financial transaction could improperly be different than the corresponding timestamp on its invoice.

• Fixed a bug where planned invoices could improperly have their issuedTimestamp equal to their createdTimestamp.

2022-Jul-20: Release 2022.29

New Beta Feature: Auto-Fill!

• Data Auto-Fill allows supplementing information provided by an end-user or integrated system with additional information.

• An internal plugin or external service integration can be used to supplement information.

• See the Auto-Fill Beta Guide for details.

Quote Locators

• Added the quoteLocator property to policy responses and plugin policy info responses.

• This is in addition to the array of quotes associated with the policy.

Bug Fix

• Fixed a bug in the UI where changes made in endorsements when there are multiple endorsements were not properly reflected.

2022-Jul-13: Release 2022.28

Bug Fix

• Fixed a bug in the UI where perils that were ended by endorsements were still showing as active.

2022-Jul-07: Release 2022.27

Bug Fixes

• Fixed a bug where financial transactions of the same type were aggregated on the data package sent to the invoice template for rendering. They are now sent as individual transactions.

• Fixed a bug where the invoice type for a reinstatement was incorrectly set as “renewal.”

2022-Jun-29: Release 2022.26

UI Improvements

This release includes performance improvements in the UI for data entry for these entities:

• Endorsement quotes

• Renewal quotes

• Policyholder creation

Future releases will address performance for these entities:

• Premium Reports

• Claims and Subclaims

In addition, invalidated policy transactions are visible now via a toggle on the endorsements and renewals list views.

New Implementation How-To Guide: Stateless Rating

• High-performance concurrent policy quotation is supported by using the light-weight Lambda plugin in conjunction with code called from the Rating plugin.

• The data is transient, but after a desired quote is identified, a policy can then be persisted.

• For details, see the Stateless Rating How-To Guide.

Bug Fix

• Fixed a bug where field groups were improperly being validated for draft endorsements and renewals. Now invalid field groups can be stored. As before, validation will be run when the transaction is quoted, accepted, or issued.

2022-Jun-22: Release 2022.25

Plugin JavaScript Engine Upgrade

• The JavaScript engine that powers plugin execution has been upgrades from V8 version 6.3 to 9.9

• See the V8 project site for details.

• Added functionality is available from the release notes for intermediate releases which can be found in the V8 Blog Index.

New Event Stream Event

• Added the Quote Invalidate event to the event stream.

• This event will fire when a policy quote (not an endorsement or renewal quote) is invalidated.

Bug Fixes

• Fixed a bug where cases where premium should be held constant (endorsements or reinstatements where the premium rate is unchanged) was not enforced for technical premium. Now technical premium will be held constant when the technical premium rate is unchanged in an endorsement or reinstatement.

• Fixed a bug where a policy change that requested setting a peril limit and unsetting a different peril limit in the same request would fail with a JSON parse error.

• Fixed a bug where occasionally certain configurations could fail on deployment with an “Error deserializing workflow” message.

• Fixed a bug where a failed configuration deployment could result in an error message that references an incorrect tenant name.

2022-Jun-15: Release 2022.24

Change to All Issued Policies Report

The filter behavior for the All Policies Report has changed. Before, the start/end date filters operated such that if the peril characteristics’ issueTimestamp was in the date range, that peril characteristics would be included as a record in the report.

Now, each peril characteristics is included if its coverage time (from the coverageStartTimestamp to the coverageEndTimestamp) overlaps with the filter start/end range.

Bug Fixes

• Fixed a bug where attempting to upgrade a policy’s product version for an unissued policy could result in a successful response but leaving the product version unchanged.

• Fixed a bug in the user interface where fields added to a new product version would not appear on the screen after upgrading a policy’s product version to that new version.

2022-Jun-02: Version 2022.22

New Feature: Multicurrency!

• Socotra’s new Multicurrency feature has exited beta and is now generally available for all customers.

• Socotra recommends turning on Multicurrency for all tenants, even those that use only a single currency. Single currency mode is deprecated.

• See the Multicurrency feature guide for details.

Bug Fixes

• Fixed a bug where the data.policy.quote_locator was not set for document rendering.

• Fixed a bug in the UI where viewing a policy as of a date before the effective date of an endorsement could erroneously show exposures or perils to be inactive.

• Fixed a bug in the SSO admin console where the Update Users dialog was now showing the Close icon.

2022-May-25: Version 2022.21

Bug Fixes

• Fixed a bug in the installments plugin where, for an endorsement, the first installment returned from the plugin was not being issued and attached to the endorsement as required. (Before, the first invoice in chronological order was being attached.)

• Fixed a bug where an endorsement could be issued with invalid field values within a policy-level field group. The fields were not validated against the schema defined in policy.json. Now, invalid fields are allowed for draft endorsements, but are properly disallowed when attempting to quote, accept, or issue the endorsement.

2022-May-18: Version 2022.20

New Beta Feature: Multicurrency!

• Allows each policy in a single tenant to be based on its own currency. So, for example, you could have some policies based on United States dollars, others in euros, and others in pounds sterling, all within the same tenant.

• See the Multicurrency Guide for details.

Bug Fixes

• Fixed a bug where a scheduled invoice could fail to be issued in rare circumstances due to a database lock.

• Fixed a bug in the user interface where a Media object associated with an endorsement or renewal would fail to display after the endorsement or renewal was issued.

• Fixed a bug in the user interface where a policy that was upgraded to a version that has new fields, those fields were not being displayed.

2022-May-11: Version 2022.19

New Event Stream Event

The policy.gracePeriod.satisfied event will fire when a grace period has exited after the past due invoice is satisfactorily settled. It will not fire when the grace period expires and causes a lapse.

Bug Fix

Fixed a bug that could prevent invoices from generating on time after a policy change.

2022-May-04: Version 2022.18

Configuration Size Limit Increase

• To accommodate larger configuration package sizes the deployment size limit has been increased from 100MB to 150MB.

• This will generally be relevant for those configurations that contain many large static document (PDF) files and tables.

UI Update

• In the UI, added the underwriting result to the Endorsement and Renewal Price Breakdown view.

• Displayed information includes the status of accept, reject, or none, along with any underwriting notes.

Bug Fixes

• Fixed a bug in the UI where the new policy end date was not displayed on the renewal screen.

• Fixed a bug where changing entities that have conditional fields (that are valid only when other fields take certain values) were not validating properly. Fields that were supposed to be disallowed passed validation without being removed, and fields that became required passed validation even if they were not present.

2022-Apr-27: Version 2022.17

Internal improvements only this release.

2022-Apr-20: Version 2022.16

User Interface Improvements

• This release includes performance improvements in the UI for data entry for quotes for these entities:

  • Policies

  • Exposures

  • Perils

  • Premium Reports

• Future releases will address quotes performance for these entities:

  • Endorsements

  • Renewals

  • Cancellations

  • Policyholders

  • Claims and Subclaims

• Field values of type date now render in the UI based on the configured precision. (There is no change to precision for internal fields such as effective timestamps; this affects only field values.)

Added Configuration Note

• Added information about reserved peril field names; to avoid conflicts these field names should be avoided.

2022-Apr-13: Version 2022.15

New: Socotra Command Line Tools!

• The Socotra Command Line tools are a set of commands to manage deployments, do automated testing, and interact with the Socotra API, all from your terminal.

• See the feature guide for details.

Socotra Product Library

• More information has been added about the Socotra Product Library, which offers pre-built product definitions to speed product development.

• See the feature guide for details.

Bug Fixes

• Fixed a bug where negative commission amounts would result in a “following amounts can not be less than zero” error in the proration plugin. These negative amounts are now supported without error.

• Fixed several usability issues in the Single Sign-On user interface.

• Fixed a bug where an executing script could silently terminate and cause a transaction to hang when under heavy concurrent load.

• Fixed a bug where a scheduled process put a lock on the invoices table which could block transactions longer than the default timeout. This process has been made faster so this is no longer an issue.

2022-Apr-06: Version 2022.14

Configuration Size Limit Increase

• To accommodate larger configuration package sizes the deployment size limit has been increased from 35MB to 100MB.

• This will generally be relevant for those configurations that contain many large static document (PDF) files.

Bug Fixes

• Fixed a bug where installment fees were not included in the data.policy.fees array that in the data context for document generation in Liquid templates.

• Fixed a bug where the formatting for currencies could be incorrectly formatted with two digits after the decimal instead of the traditional precision for the currency.

• Fixed a bug where the validation for invoice items in the payment schedule plugin improperly validated that the sum of the items equals the charge amount after rounding the sum of the installment item amounts, rather than rounding each installment item amount individually.

• Fixed a bug where legacy cancellations would show an error when displayed in a tenant that had the latest cancellation functionality enabled.

• Improved performance in policy transactions with large volumes of data and many tax calculations. Execution time has been reduced by about 50% in these scenarios.

2022-Mar-30: Version 2022.13

New Feature: Single Sign-On!

• SSO supports integration between Socotra and your identity provider for single sign-on support and machine-to-machine integrations.

• See the Single Sign-On Feature Guide for details.

2022-Mar-23: Version 2022.12

Policyholder Configuration Information now in General Availability

• The Products API now includes information about policyholders.

Bug Fixes

• Fixed a bug where an out of sequence endorsement after a renewal with an added exposure has the new exposure’s startTimestamp equal to the policy start instead of the endorsement effective time.

• Fixed a bug where the order of installments returned from the payment schedule plugin after the first in the array could cause the transaction to fail. Now, the order does not matter except for the first, which is the one that is attached to the endorsement itself.

• Fixed a bug where the policy locator for an invoice invalidate event could be incorrect for a new business quote.

2022-Mar-16: Version 2022.11

New Beta Feature: Policyholder Configuration Information

• The Products API now includes information about policyholders.

Product Update

• The PluginPolicyInfo object used by the Proration Plugin now has an originalContractStartTimestamp property, which represents the policy start timestamp.

Bug Fixes

• Fixed a bug where a lapsed policy could result in a spurious additional grace period being invoked.

• Fixed a bug where large PDF (over 5MB) documents being rendered for a policy transaction could cause a transaction to fail. Documents of up to 20MB are now supported.

• Fixed a bug where the start timestamp of a reinstatement invoice was set to the issue timestamp of the reinstatement rather than the start (effective) timestamp of the reinstatement.

2022-Mar-02: Version 2022.9

Bug Fixes

• Fixed a bug where a sequence of cancellations and invalidated reinstatements would fail when the reinstatement was issued if installment fees were added to the policy.

• Fixed a bug in Configuration Studio where trying to recreate a tenant could result in an HTTP 500 Error “Unknown.”

2022-Feb-23: Version 2022.8

Set Exact Premium

• The ability to set premium amounts explicitly (rather than being restricted to only setting the premium rate) has been extended to the External Rater in addition to the rating plugin.

Improved Invoice Context

• Added properties for the PolicyInvoiceResponse object are now supported for General Availability.

• See the Invoicing Feature Guide for details.

Future Invoices

• Planned future invoices are now visible in the user interface.

• These invoices are not yet issued and can change in the event of a policy transaction or payment plan change.

Bug Fixes

• Fixed a bug where an attempt to create ad-hoc fees when a reinstatement existed in accepted but not issued status.

• Fixed a bug where it was impossible to reinstate a policy that had been cancelled if two endorsements with the same effective timestamp existed for the policy.

• Fixed claims interaction problems in the UI: Actions driven by the claim state were not working correctly.

2022-Feb-16: Version 2022.7

New Feature: Set Exact Premium!

• Set Exact Premium provides “to the penny” control of premium calculations rather that using those based on the built-in rate calculator.

• See the Feature Guide for details and a sample script.

New Feature: Better UI Error Messages from Plugins!

• You can now present easier-to-read error messages to users for failures in plugin scripts.

• See the Plugins feature guide for details.

New Beta Feature: Set Exact Premium for the External Rater

• The Set Exact Premium feature as described above is now available in beta for use with the external rater.

New Beta Feature: Improved Invoice Context!

• More information is available for invoices to describe what kind of transaction they are associated with and whether the underlying policy transaction has been issued.

• See the Invoicing Feature Guide for details.

Other Changes

• The Change Payment Schedule endpoint no longer requires that the newPaymentScheduleName property is different than the original. This allows you to re-invoke the payment schedule plugin and refactor future invoices.

• Added a button in the UI to allow removing an exposure from its detail page, not just from the exposures list.

• The Post-Issuance Plugin now allows consolidation of a single document, not just multiple documents.

• The Password Change Endpoint now accepts an optional logout parameter, to logout all sessions for the user.

• The obsolete entity DepositAccount has been removed and all properties and references to it have been removed from API responses.

Bug Fixes

• Fixed a bug where the invoice.invalidate event was not being generated for invoices invalidated as a result of invalidated policy transactions.

• Fixed a bug in the All Policies report where the columns could be shifted inappropriately if the same field name existed for multiple exposures.

• Fixed a bug where reinstating a policy after a flat cancellation (back to the policy start) would leave zero-length characteristics objects that should have been marked as replaced.

• Fixed a bug where the All Policies report and the On Risk report do not handle reversed or reversed-and-reapplied payments properly.

2022-Feb-09: Version 2022.6

New Feature: “Pre-Grace” Plugin!

• This plugin fires when a policy becomes delinquent and before a grace period is created.

• Overriding the grace period’s expiration time and the effective time of the resultant lapse cancellation is supported.

• See the Pre Grace Plugin Feature Guide for details.

New Feature: Configuration Studio Server-Side Storage!

• Configuration studio can now use the server to store configuration data as it is edited, in addition to the default client (browser) storage model.

• See the Configuration Studio Server-Side Storage Feature Guide for details.

New Feature: Invoice Details in the Socotra UI!

• Detailed financial information for each invoice will now be displayed.

• Line items correspond to Financial Transactions.

New Beta Feature: Single Sign-On!

• SSO supports integration between Socotra and your identity provider for single sign-on support and machine-to-machine integrations.

• See the Single Sign-On Guide for details.

New Beta Feature: Set Exact Premium!

• Set Exact Premium provides “to the penny” control of premium calculations rather that using those based on the built-in rate calculator.

2022-Feb-03: Version 2022.5

New Features!

The following features are no longer in beta status and are supported for general availability:

• Constant Premium on Cancel / Reinstate ensures that round-tripping a cancellation and reinstatement does not change the premium from before the cancellation. See the Reinstatements Feature Guide for details.

• The Invoice Past-Due Event fires if an invoice is unsettled when its dueTimestamp arrives.

Bug Fix

• Fixed a bug in configuration studio where renaming a premium report or tax would not rename the associated Liquid calculation file.

2022-Jan-26: Version 2022.4

New Beta Features!

• Constant Premium on Cancel / Reinstate ensures that round-tripping a cancellation and reinstatement does not change the premium from before the cancellation. See the Reinstatements Feature Guide for details.

• The Invoice Past-Due Event fires if an invoice is unsettled when its dueTimestamp arrives.

Bug Fix

• Fixed a bug where setting the cancellation effective date for an active grace period to a past date could cause the past due invoice to be marked as settled.

• Fixed a bug in Configuration Studio where the name of premium reports was not editable.

2022-Jan-19: Version 2022.3

New Feature: Custom Document Layouts!

• Allows controlling margin sizes and paper size and orientation separately for each document definition.

• See the Documents Configuration Guide for details

New Feature: Control the Effective Time of a Lapse Cancellation!

• Allows making the effective time of a lapse cancellation different from the grace period end.

• See the Grace Periods and Policy Lapse Feature Guide for details

Bug Fixes

• Fixed a bug where date fields without precision attributes would fail validation but there was no error message

• Fixed a bug in configuration studio where creating a new document instance could generate JSON that failed validation

• Fixed a bug in configuration studio where deploying and subsequently clicking Navigate to Instance could fail

2022-Jan-12: Version 2022.2

New Beta Feature: Custom Document Layouts!

• Allows controlling margin sizes and paper size and orientation separately for each document definition.

• See the Beta Feature Guide for details

New Beta Feature: Control the Effective Time of a Lapse Cancellation!

• Allows making the effective time of a lapse cancellation different from the grace period end.

• See the Beta Feature Guide for details

Bug Fixes

• Fixed a bug where, in an endorsement, the coverage start and end timestamps on peril characteristics could deviate from the endorsement effective timestamp by one hour.

• Fixed a bug in the UI where peril coverages would display as “Inactive” even when they had been restored by a reinstatement.

• Fixed a bug where resources could become exhausted during execution of plugins, causing the operation to fail.

2022-Jan-05: Version 2022.1

New Beta Feature: Configuration Studio “Server Side” Data Storage!

• Overcomes limitations on browser storage capacity and allows use of multiple browsers for configuration tasks.

• See the Feature Guide for details.

Bug Fix

• Fixed a bug where a series of cancellations with earlier and earlier effective timestamps could result in a server error due to a division by zero error.

2021-Dec-22: Version 2021.51

• In the Policy Coverage Summary feature, the default for the policyHistoryTimestamp has been changed to the current time. Previously it was set to be the same as the coverageReferenceTimestamp when not specified.

2021-Dec-15: Version 2021.50

Payment Reversal Plugin

• Added the new property tenantTimeZone to the plugin data payload.

Bug Fix

• Fixed bugs in configuration studio where the table editor could not add a column to the right of all existing columns, and row and column buttons were disabled for newly added tables.

2021-Dec-08: Version 2021.49

New Feature: Product Versioning Policy Upgrade!

• You can now change the product version associated with specific policies.

• See the Product Versioning Upgrade feature guide for details.

New Feature: Payment Reversal Plugin!

• This plugin fires after payments on invoices have been reversed, and allows adjusting any grace period that may commence as a result.

• See the Payment Reversal Plugin feature guide for details.

Note

• The plannedInvoices property of the PaymentSchedulePluginData used in the Payment Schedule Plugin has had its deprecated status removed.

Bug Fixes

• Fixed a bug where reversing a premium report with a paid invoice could fail with an HTTP error.

• Fixed a bug in Configuration Studio where resetting the tenant with the Reset Account option and clicking Go To Instance would direct to the old tenant instance instead of the newly created tenant.

• Fixed a bug in Configuration Studio where removing a product would direct to an error page.

2021-Dec-01: Version 2021.48

New Feature: Plugin Data Fetch by Locator!

• Allows fetching Socotra entities using the locator of the entity.

• See the data fetch feature guide for details.

New Beta Feature: Payment Reversal Plugin!

• This plugin fires after payments on invoices have been reversed, and allows adjusting any grace period that may commence as a result.

• See the Payment Reversal Plugin feature guide for details.

Bug Fixes

• The “Go To Instance” button in configuration studio now properly directs to the latest version of the Socotra UI.

• Fixed a bug where performance using lookup fields with large tables could be very slow.

• Fixed a bug where adding ad hoc fees to a policy could later cause the fetch automated underwriting result to fail.

2021-Nov-17: Version 2021.46

New Feature: Lambda Plugin!

• A general purpose plugin for embedding custom logic.

• See the Feature Guide for details.

New Feature: Adjust Expiration of Grace Periods!

• Existing grace periods can have their expiration adjusted after creation. This is the time at which the policy will lapse if past due invoices remain unpaid.

• Available as an option in the Socotra UI.

• See the endpoint API documentation for API details.

2021-Nov-10: Version 2021.45

New Feature: PostIssuance Plugin with Document Consolidation!

• Allows consolidating multiple policy documents into one after policy transactions.

• See the Feature Guide for details.

Important

The name of the plugin has changed from the beta release. Update the references in policy.json and postIssuance.js to getPostIssuanceResult. See the feature guide for specifics on how to implement the plugin.

New Beta Feature: Lambda Plugin!

• A general purpose plugin for embedding custom logic.

• See the Feature Guide for details.

New Beta Feature: Plugin Data Fetch by Locator!

• Allows fetching Socotra entities using the locator of the entity.

• See the Beta Guide for details.

Bug Fixes

• Fixed a bug where, when a policy lapses and the past due invoice is put in a Carried Forward state, the financial transactions for that invoice were not actually carried forward to the cancellation invoice. Note: this fix applies only to the default cancellation process. A fix for use when the installments plugin is implemented will be delivered in an upcoming release.

• Fixed a bug where premium rates set with a yearly function in the rating process were improperly rounded and allowed to vary during non-premium-bearing transactions.

• Fixed a bug in the On Risk Report where peril data could be returned for a different date than the as-of date passed to the report.

2021-Nov-03: Version 2021.44

New Beta Feature: Adjust Expiration of Grace Periods!

• Existing grace periods can have their expiration adjusted after creation. This is the time at which the policy will lapse if past due invoices remain unpaid.

• Available as an option in the Socotra UI.

• See the endpoint API documentation for API details.

Document Templates

• Added a new replaced_timestamp property to characteristics objects at the policy, exposure, and peril levels.

• See the document templates topic for details.

Bug Fixes

• Fixed a bug where the appearance of a grace period update event in the Event Stream would cause fetching the page of events to fail.

• Fixed a bug in the UI where it would attempt to create Auxiliary Data records with invalid keys if specified by the user.

2021-Oct-27: Version 2021.43

New Beta Feature: PostIssuance Plugin with Document Consolidation!

• Allows consolidating multiple policy documents into one after policy transactions.

• See the Beta Guide for details.

Bug Fixes

• Fixed a bug where updates to field groups on endorsements in the application state with invalid locators would fail without error.

• Fixed a bug where the Event Stream Policy End Event would not fire for policies that had been cancelled and subsequently reinstated.

• Fixed a bug where a policy entering grace could cause Event Stream queries to fail.

2021-Oct-21: Version 2021.42

Documentation Changes

• Added a new Documents feature guide.

• Added a new API Guide for Errors and Exceptions.

• Reorganized topic categories.

Bug Fix

• Fixed a bug in the data for endorsement document rendering, where removing a peril from an endorsement would cause the entire exposure to be marked as having been removed.

2021-Oct-13: Version 2021.41

New Feature: Auxiliary Data!

• Associate structured and unstructured data with any Socotra entity, outside the bounds of formal policy transactions.

• Accessible from the API, plugins, UI, and document renderers.

• See the Auxiliary Data Feature Guide for more details.

Bug Fixes

• Fixed a bug in the UI where conditional fields could cause errors making it impossible to save changes.

• Fixed a bug in Configuration Studio where tables that contain quoted key values which contain commas would not be parsed properly.

• Fixed a bug in the legacy UI where removing a newly added exposure from an endorsement could cause an error.

• Fixed a bug where the All Policies report and On Risk report could fail with an error if the underlying policy structure has changed.

2021-Oct-06: Version 2021.40

New Beta Feature: Auxiliary Data!

• Associate structured and unstructured data with any Socotra entity, outside the bounds of formal policy transactions.

• Accessible from the API, plugins, UI, and document renderers.

Bug Fixes

• Fixed a bug where an incorrect policyLocator or displayId could be sent from an external data call.

• Fixed a bug in configuration studio where minimum and maximum value settings could not accept floating point values.

• Fixed a bug where, in a claim without the incidentTimestamp set, adding a subclaim could fail without an error message.

• Fixed a bug where phantom fees were being sent to the proration plugin.

• Fixed a bug in the front end where a blank page would be rendered when adding a new exposure to a policy, which required refreshing the browser.

• Fixed a bug in the legacy front end where field groups amendments on endorsements could fail.

2021-Sep-29: Version 2031.39

New Feature: Overwriting Policyholder Data!

• This feature allows expunging policyholder data for regulatory compliance or other reasons.

• See the API Guide for details.

Enhancement: Endorsements at any time of day

• Previous versions did not allow endorsements at any time of day other than midnight based on the tenant’s timezone setting. This restriction has now been removed and endorsements may be made effective at any time of day.

• Policy effective and expiration timestamps continue to be unrestricted.

• User interface support for “any time of day” effective dates is forthcoming.

Documentation Updates

• Several entities have had obscure names changed. For example, Policy2Response is now PolicyResponse.

• This change does not affect the operation of the API, because JSON is untyped and therefore doesn’t expose type names. This change is intended to make the documentation and swagger data file clearer.

Bug Fix

• Fixed a bug where adding a second cancellation to a policy could make retrieving the first cancellation fail.

2021-Sep-22: Version 2021.38

New Feature: Premium Report Reversals and Replacements!

• This feature allows changing premium report data for periods that have already been covered by premium reports. See the feature guide for details.

Payment Schedule Plugin

• The payment schedule plugin is now used for cancellation transactions.

• The installments created on cancellation must align with previous installments. See payment schedule validation for details. This requirement will be relaxed in a future release.

Documentation Improvements

• API guides now have an endpoint index at the top of each page.

• API properties are now sorted to make it easier to find relevant properties.

• Other style improvements.

Bug Fixes

• Fixed a bug where invalid combinations of trigger fields and lookup fields could be permitted in an endorsement.

• Fixed a bug where reinstating a lapsed policy that had previous ended exposures would fail.

2021-Sep-15: Version 2021.37

New Beta Feature: Installment Fees!

• Installment fees are scriptable fees that can be added to invoice installments.

• Requires using the Payment Schedule Plugin.

• See the Installment Fees Feature Guide for more details.

Bug Fixes

• Fixed a bug where there could be missing locators in the peril prices in the EndorsementResponse.price object.

• Fixed a bug where there was an excessive rounding error (up to 0.03%) applied to technical premium rates calculated by the Payment Schedule Plugin or the External Rater.

2021-Sep-08: Version 2021.36

New Feature: Cancellation Categories!

• This feature allows end users to select from a list of categories for cancellation scenarios to make selecting the cancellation type less difficult and error prone. See the feature guide for details.

Bug Fixes

• Fixed a bug where there was an excessive rounding error (up to 0.03%) applied to rates calculated by the Payment Schedule Plugin or the External Rater.

• Fixed a bug where the newLine configuration property of a field was not creating a new line in the UI for viewing or editing the field.

2021-Sep-01: Version 2021.35

New Beta Release: Premium Report Reversals and Replacements!

• This feature allows changing premium report data for periods that have already been covered by premium reports. See the feature guide for details.

Bug Fix

• Fixed a bug where the GET cancellations endpoint would sometimes not return a price summary in the CancellationResponse.

2021-Aug-25: Version 2021.34

New Beta Release: Policy Snapshots and Coverage Summaries!

• This feature shows the state of the policy using different reference dates. See the feature guide for details.

New Beta Release: Cancellation Categories!

• This feature allows end users to select from a list of categories for cancellation scenarios to make selecting the cancellation type less error prone. See the beta guide for details.

2021-Aug-18: Version 2021.33

New Beta Feature: Installment Fees!

• Installment fees are scriptable fees that can be added to invoice installments.

• Requires using the Payment Schedule Plugin.

• See the Installment Fees Guide for more details.

Event Stream

• Added a cancellationName property to the event for policy cancellations.

Bug Fixes

• Fixed a bug where a static PDF document could be transmitted as application/octet-stream rather than application/pdf, which could cause the document not to be properly associated with a policy.

• Fixed a bug where negative premium amounts could cause errors in the Proration Plugin.

• Fixed a bug where there could be inconsistency in which quote the system indicates as selected.

• Fixed a bug where, when rendering a document for an endorsement, the data.endorsement.display_id property could have the wrong value.

2021-Aug-11: Version 2021.32

Event Stream

• Added a new Event Stream Feature Guide.

• Added an optional cancellationName property to the EventStreamCancellationIssueData object.

Payment Schedule Plugin

• Lifted a validation check in the payment schedule plugin such that invoice items created by the plugin may have dates that are not fully contained within the original charge object for the invoice item, though they must be contained within the policy bounds. The invoice item start and end timestamps are used for this validation.

Bug Fixes

• Fixed a bug where the PremiumReportResponse object could have its payments object unpopulated when there are existing payments.

• Fixed a bug in configuration studio where table names had a .csv extension improperly appended.

• Fixed a bug where, if the payment schedule plugin was enabled, accepted endorsement and renewal quote invoices were prematurely attached to the policy before issuance.

2021-Aug-04: Version 2021.31

Implementation Notice

Important

When implementing the payment schedule plugin the default proration calculation for endorsements and cancellation can yield unexpected results. All customers who are using the payment schedule plugin should also implement the proration plugin to prevent any issues.

Premium Reporting

• Premium reports dates are now allowed to cross renewal boundaries and extend beyond the policy end.

Configuration Studio

• Configuration Studio now supports viewing, creating, and editing plugin scripts!

• Plugin enablement will be supported in a future release; for now edit that section of policy.json outside of studio.

Bug Fixes

• Fixed a bug in configuration studio that caused a validation error when adding and then removing a cancellation type or an endorsement type.

• Fixed a bug where a valid policy end reminder could fail to fire when a disabled reminder was in the configuration.

• Fixed a bug where proration of fees of varying duration could fail in the proration plugin.

Documentation Updates

• Added details about validation requirements to the various plugins topics

• Updated the detailed sample script for the proration plugin topic

2021-Jul-28: Version 2021.30

Bug Fixes

• Fixed a bug where the first invoice after the renewal had the wrong issue timestamp

• Fixed a regression where invoices with reversed payments could not cause the start of the grace period

• Fixed a bug where a cancellation request could cause an invalid duration error with HTTP 500

• Fixed a bug where some premium report event stream events were not being generated

2021-Jul-21: Version 2021.29

New Feature: Bundling Payment Schedule Changes with Endorsements and Renewals!

• Atomic management of payment schedule changes and endorsements and renewals simplifies many scenarios. See the feature guide for details.

New Feature: Ad Hoc Fees!

• This release supports the creation and management of fees.

• Fee reversals are also now now supported.

Bug Fixes

• Fixed a bug where an error could occur with event stream message for premium reports.

• Fixed a bug where invoices that have had payments reversed would prevent grace processing even though they are unpaid.

• Fixed a problem where the logging context for the proration plugin did not include policy locator data.

2021-Jul-07: Version 2021.27

Bug Fixes

• Fixed a bug where new perils could be created on a renewal, even if the renewal request failed

• Fixed a bug in the UI where the newPaymentScheduleName property was set on an endorsement or renewal, even when the user did not intend to make a payment schedule change.

• Fixed a bug where, on renewal, two invoices could be created on the renewal date.

2021-Jun-30: Version 2021.26

New Beta: Bundling Payment Schedule Changes with Endorsements and Renewals!

• Payment schedule changes can be managed with endorsements and renewals for atomic transactions. See the feature guide for details.

Bug Fixes

• Fixed a bug where hyperlinks in generated PDFs were not clickable.

• Fixed a bug in the UI where a renewal could be quoted without specifying a renewal end date.

• Fixed a bug in the UI where incorrect fees were displayed for a reduction endorsement.

2021-Jun-23: Version 2021.25

Updates

• In document templates, commission data has been added to the renderer’s data object.

• In premium report documents and premium calculation templates, previous premium report data has been added to the data object.

Bug Fixes

• Fixed a bug where not all perils were included for repricing in an endorsement when the reprice all parameter is set.

• Fixed a bug where trying to add a new exposure for a draft endorsement would fail.

2021-Jun-17: Version 2021.24

New Release: Rating Plugin!

• The new Rating Plugin is now released for general availability!

• The older Liquid-based rating feature is now deprecated.

• Note: This release does not affect rating for Premium Reports. Those continue to use Liquid rating.

Bug Fixes

• Fixed a bug where a policy could lapse even if all invoices were paid

• Fixed a bug where there were intermittent connectivity issues when calling an external rater

• Fixed a bug where policyholder field value validation was using an overly restrictive regular expression

2021-Jun-10: Version 2021.23

Beta Release: Rating Plugin!

• The new Rating Plugin is now available for beta testing.

Update

• Now most API errors will include an apiErrorCode for use in integration scenarios. See the error code list for details.

2021-Jun-03: Version 2021.22

New Feature: Proration Holdbacks!

Proration Holdbacks are a mechanism for applying cancellation short rates or withholding fees or commissions in cancellation scenarios.

New Capabilities: Product Versioning

Product versioning now allows the creation of policies with a specific version number. It also adds the ability to retrieve configuration zip files by version number, and to get a history of versions previously deployed. See the Product Versioning topic and Deployments API guide for details.

Updates

• Plugins are now enabled by a simple enablement structure in policy.json, which also allows for configuring the path to the plugin file. See the Plugins topic for details.

• When a payment is reversed, if the invoice due date is in the past, it will have the due date reset to the end of the current day. This prevents the policy from becoming delinquent without the opportunity to reapply a payment.

Bug Fix

• Fixed a bug where delinquent policies could exit the grace period prematurely.

2021-May-26: Version 2021.21

New User Interface!

Socotra has a new user interface! See the feature guide topic for more details.

Update

Payment reversal will cause the underlying invoice to have its due date reset to the end of the current day if it is currently in the past. This will prevent delinquency processing from immediately causing the policy to go into grace.

2021-May-19: Version 2021.20

New Feature!

• The Product Versioning feature now supports Product Version Repair.

• Released new configuration deployment endpoints to the Configuration API.

Bug Fix

• Fixed a bug where relative paths in JavaScript require() calls in plugins were not handled properly.

2021-May-12: Version 2021.19

Beta Update!

The Product Versioning feature has been augmented with new endpoints useful for the Repair beta feature. These endpoints are in beta form.

Bug Fixes

• Fixed a bug where exposures could pass validation for endorsements and renewals even if they had missing required fields.

• Fixed a bug where the UI incorrectly forced the use of premium reporting for products that support premium reporting.

• Fixed a bug where there could be duplicate proration holdbacks in the PolicyPriceChangeResponse.

2021-May-05: Version 2021.18

Beta Release!

The new Product Versioning Repair Beta is now available!

Product Enhancement

The Event Stream responses for premium reports now include a policyLocator property.

Bug Fixes

• Fixed a bug where endorsements could fail when updating optional fields with an empty value

• Fixed a bug where calling GET /policies/*/quotes for a policy would fail if the policy was in grace

2021-Apr-28: Version 2021.17

Product Enhancement

Enabled the write off feature for the Payment Schedule Plugin.

Bug Fix

Fixed a bug where the payment schedule plugin did not set the time span for reinstatement invoices properly.

2021-Apr-21: Version 2021.16

New Features!

• Product Versioning makes modifying configurations controlled and safe to avoid conflicts with already-existing data.

• The Payment Schedule Plugin offers fine control over the creation and scheduling of invoices.

2021-Apr-14: Version 2021.15

New! Proration Holdbacks Beta

The new Holdbacks feature allows retaining more than just a proportionate amount of premium or fees in the event of a cancellation. This is useful for applying short rates or fee retention. See the Holdbacks Page for details.

Bug Fixes

• Fixed a bug where certain short-term policies could be renewed with more than one invoice, which interfered with processing the renewal.

• Fixed a bug where a policy could not lapse a second time after reinstatement

2021-Apr-07: Version 1.3.198

New Document Rendering Performance Improvements!

• Documents are now rendered in parallel instead of serially. Policy transactions that render more than one document should see substantial performance improvements.

Note

If the feature flag property.docconversion.service.enabled had previously been set to false, document rendering will remain in serial. Set it to true to enable this feature by default.

New Beta Releases!

• The new Product Versioning Beta is now available!

• The new Payment Schedule Plugin Beta is now available!

Updates to the New UI Beta

• Enhancements and improvements are continuing.

Bug Fixes

• Fixed a bug where renewals created an incorrect invoice due date

• Fixed a bug where it was not possible to create a field group field for Premium Reports

• Fixed a bug where the external rater was called even for non-premium-bearing endorsements

2021-Mar-31: Version 1.3.197

Bug Fix

• Fixed a bug where the policyholder locator was not validated on policy creation.

2021-Mar-24: Version 1.3.196

Removal Notice

The following deprecated feature flags are planned for removal on September 24, 2021. Customers should set the value of these flags to true in all tenants as soon as possible. Contact Socotra support with any questions.

• Quotes for New Business: property.quotes.for.new.business.enabled

• Quotes for Endorsements and Renewals: property.quotes.for.endorsements.and.renewals.enabled

• Premium Reporting: property.premium.reporting.enabled

Bug Fixes

• Fixed a bug where a migrated policy’s invoices could not be paid.

• Fixed a bug in the UI where a quoted but not-yet-accepted renewal did not appear.

• Fixed a bug in the UI where a policy reinstated with a gap in coverage erroneously displayed as in-force during the gap.

• Fixed a bug in configuration studio where adding fields to premium reports that had no fields would fail.

2021-Mar-10: Version 1.3.194

New Feature! Table Lookups from Plugins

• Plugins now support table lookups. Use the function socotraApi.tableLookup(configVersion, tableName, key)

• Note: The configVersion parameter will be used in a future version of Socotra. For now, pass the value 0.

New Event Stream Events

The following events have been added to the Event Stream:

• endorsement.invalidate

• endorsement.discard

• renewal.invalidate

• renewal.discard

Bug Fix

• Fixed a bug in the UI where the price summary for reinstatements incorrectly showed the total rather than the amount of change.

2021-Mar-03: Version 1.3.193

New Feature! Proration Plugin

• The proration plugin offers complete control over how premium is prorated and allocated after a cancellation or endorsement.

• See details in the Proration and Premium Allocation topic.

Bug Fix

• Fixed a bug where the reinstatement data was not available in the Liquid document renderer for cancellations.

• Fixed a bug where adding a peril in an endorsement failed validation if there were no pre-existing perils.

2021-Feb-24: Version 1.3.192

Bug Fixes

• Fixed a bug where fields of type lookup were not retrieved for read-only users.

• Fixed a bug where payment of certain policies would fail with an HTTP 500 error.

2021-Feb-17: Version 1.3.191

Feature Flag Deprecation

• Several feature flags have been deprecated. See the API Change Log for details.

Bug Fixes

• Fixed a bug where occasionally an invoice would be generated for a few cents for non-premium-bearing endorsements.

• Fixed a bug where truncating a policy with an endorsement would sometimes generate a “Cannot build QuotedFinancialTransactionCreateRequest” error.

2021-Feb-10: Version 1.3.190

Bug Fixes

• Fixed a bug where it was possible to finalize a policy with missing non-optional fields.

• Fixed a bug in configuration studio where the maximum length setting for a string field was not being set correctly.

2021-Feb-03: Version 1.3.189

Bug Fixes

• Fixed a bug where a grace period would not be settled after several delinquency events even if the payment had been posted.

• Fixed a bug where trying to pay a reversed invoice resulted in an HTTP 500 error rather than HTTP 400.

2021-Jan-27: Version 1.3.188

New Feature! Improved Cancellations and Reinstatements

• Cancellations and Policy Lapse have been combined.

• New lifecycle controls for cancellations and reinstatements, including different flows and documents for different cancellation reasons.

• Reinstatement after manual cancel is now supported.

• Reinstatement with a gap in coverage is now supported.

• See full details in cancellations and reinstatements.

Bug Fixes

• Fixed a bug where the invoice issue event data included an incorrect policy locator.

2021-Jan-13: Version 1.3.187

• No customer-facing changes; internal improvements only.

2020-Dec-22: Version 1.3.186

Payment Reversals

• The reverseTimestamp property on the PaymentResponse object has been renamed to reversedTimestamp.

Bug Fixes

• Fixed a problem in payment reversals where payments for invoices that were settled by an endorsements or renewal and were reversed did not have the reversedTimestamp property populated, and the payment.reverse event was not raised.

• Fixed a bug where it was possible for a single past-due policy to have multiple lapses created.

• Fixed a bug where exposures created in accepted-but-not-issued renewals and endorsements were included in the On-Risk Report

2020-Dec-16: Version 1.3.185

New! Payment Reversal

• Payments can be reversed with the new reverse payment endpoint.

2020-Dec-09: Version 1.3.184

Bug Fix

• Fixed a bug where an endorsement could not be priced with field groups removed as part of the transaction

2020-Dec-02: Version 1.3.183

Event Stream

• Added Policyholder Create and Policyholder Update events to the Event Stream API

Bug Fixes

• Fixed a bug where special characters in email addresses (like ä, ö, ü, ë, è, é, ê) would fail to pass validation

• Fixed a bug where it was impossible to reinstate certain policies in the UI

• Fixed a bug where removing a fieldGroup in an endorsement would fail

• Fixed a bug where certain policies would not appear in the UI

2020-Nov-18: Version 1.3.182

Event Stream

• Added Login and Login Failure events to the Event Stream API

2020-Nov-11: Version 1.3.181

Bug Fixes

• Fixed a bug where the All Policies report did not return all rows

• Fixed a bug where setting the newPolicyEndTimestamp to the existing end of a policy in an endorsement an error would be generated

• Fixed a bug where the fees in an endorsement were not set correctly in the EndorsementResponse

• Fixed a problem where errors were caused by incomplete validation on policy acceptance

2020-Oct-28: Version 1.3.180

Bug Fixes

• Fixed a bug where users could not get renewal details for some policies through the tenant UI

• Fixed a bug where it was impossible to cancel a policy within a few hours of the original policy end

2020-Oct-21: Version 1.3.179

Bug Fix

• Fixed a bug that sometimes caused the Paid Financial Transactions Report to fail to generate.

2020-Oct-14: Version 1.3.178

UI

• Added the ability to discard quotes that are in the invalidated state

Bug Fixes

• Fixed a bug where deploying a product configuration after removing a product would prevent redeploying a new product configuration

• Fixed a bug where some policies would fail to renew based on incorrect timestamps

2020-Oct-07: Version 1.3.177

New! Scripting Plugins

• “Plugins” is a new feature for configuring Socotra system behavior without the use of cumbersome Liquid code. See the Plugins Feature Overview for details.

• Added new endpoints for uploading scripts and extracting logs from plugins

• The first plugin is for the automated underwriting decision

Reports

• Added the exposure locator to the Paid Financial Transactions report

• Added the modification name to the Paid Financial Transactions report and the All Issued Policies report

Bug Fixes

• Fixed a bug where creating a new quote did not use the original quote as the basis for exposures or perils.

2020-Sep-30: Version 1.3.176

Policy Change Management

• Socotra now permits discarding quoted and invalidated endorsements and renewals through the API and UI

Claims Only Users

• Socotra now permits claims-only users to upload media items

Bug Fixes

• Fixed a bug where the zero due invoice generated by non-price changing endorsement only contained financial transactions for a single peril

• Fixed a bug where adding a peril while extending the policy term in an endorsement would fail

• Fixed a bug in the UI where it was not possible to see peril details for a newly added exposure on a quoted renewal

• Fixed a bug where removing a table in configuration studio caused an error

2020-Sep-23: Version 1.3.175

Policy Change Management

• Enabled policy change management features in the UI

• Removed the need to set a feature flag to enable Quotation

Bug Fixes

• Fixed a bug where an exception could occur when calling Preview endorsement price when removing field groups.

2020-Sep-16: Version 1.3.174

• Added new endpoints to show the state that the policy will be in after an accepted endorsement or renewal is issued.

• Fixed a bug where an endorsement or renewal response object was missing the details about the changes to the policy.

• Improved the object model documentation topic

2020-Sep-09: Version 1.3.173

Bug Fixes

• Fixed a bug where an added exposure in an endorsement was not being priced properly.

• Fixed a bug where creating an endorsement directly in the quoted state did not return planned invoices in the response.

2020-Sep-02: Version 1.3.172

New Feature

• New Feature! Quotation of endorsements and renewals, including multiple concurrent quotes, is now supported. See Endorsements and Renewals for details.

Bug Fixes

• Fixed a bug where the effectiveTimestamp the modifications array of the PolicyResponse could show an incorrect time.

• Fixed a bug where deploying a new configuration caused search to fail.

2020-Aug-26: Version 1.3.171

Financial Transactions

Merged the financial transaction object with the now-removed FinancialTransactionResponse2. The new object has all the fields in both of the former objects.

Premium Reporting

• Added individual premiums to price breakdown in the UI

• Fixed a bug where the report timestamp in the premium calculation liquid context was incorrect

Configuration Studio

• Fixed a bug where renaming perils after an account reset or revert to last deployment failed

• Fixed a “Product Name undefined” error that could occur after deploying a new configuration

2020-Aug-19: Version 1.3.170

Bug Fixes

• Fixed a performance issue with issuing renewals

• Fixed a bug where the name of a premium report was not available in the UI

2020-Aug-12: Version 1.3.169

Renewal Rating

• Added data.renewal information for renewal rating logic

Bug Fixes

• Fixed a bug where claims only users could not access premium reporting policies

• Fixed a bug where a policy could start a grace period even after the delinquent invoice was paid

• Fixed a bug in the UI where users were not being prompted for endorsement reprice options

2020-Aug-05: Version 1.3.168

API Additions

• Added the Integrations API, used for configuring external raters

• Added a new authenticate admin user endpoint

Bug Fixes

• Fixed a bug where multiple endorsements with exposure additions and removals sometimes failed with an Illegal Argument Exception

• Fixed a bug where an endorsement followed by another endorsement that reduced the policy term to before the effective time of the first endorsement would fail

2020-Jul-22: Version 1.3.167

Bug Fixes and Improvements

• Fixed a bug where on cancelling a renewed policy the refund invoice amount for the renewal was incorrect

• Fixed a bug where premium reports were able to be issued even after errors in rendering documents

• Fixed a bug in Configuration Studio where json errors did not prevent deploying the configuration

• Fixed a bug in the UI where the Get Pricing button for a quote was improperly enabled even when the quote name was empty

• Fixed a bug in the UI where invoice settlement status was displayed as null

• Various performance enhancements

2020-Jul-15: Version 1.3.166

Configuration Studio

Added a Premium Reporting example product to the Configuration Studio Product Library. (From the Home screen in Configuration Studio, in the Products section, click Add New and then click the Library tab.)

External Rater

Added a quoteLocator field to the payload for calls to external raters, for new business rating.

Bug Fixes

• Fixed a bug with endorsements where updates to the start time before issuance caused the endorsements’ modification objects to have incorrect start timestamps

• Fixed a bug where documents were not getting generated properly for premium reports

• Fixed a bug where users with account.tenant.admin permissions did not have the Permissions column populated on the Manage Users page

2020-Jul-08: Version 1.3.165

Premium Reporting

New! Added a new feature: Premium Reporting. See Premium Reporting for details.

Quotes

Quotes can now be named and renamed in the user interface.

Bug Fix

Fixed a bug where the next monthly invoice amount increased when an endorsement was in accepted state but was not refunded when the endorsement was invalidated.

2020-Jul-01: Version 1.3.164

Bug Fixes

• Fixed a bug in configuration studio where incorrect files were being generated in response to new fee and tax configurations.

• Fixed a bug where it was impossible to set a field value for an optional field to the empty string.

2020-Jun-24: Version 1.3.163

Bug Fixes

• Fixed a bug where an extra invoice for a few cents was sometimes generated at the end of a policy term.

2020-Jun-17: Version 1.3.162

Bug Fixes

• Fixed a bug where read-only users were not able to generate reports

• Fixed a bug where the total premiums after reinstatement without gap did not match the original premium

2020-Jun-10: Version 1.3.161

New Payment Schedules

Socotra has existing payment schedules of total and monthly. With this release we have added annually, semiannually, quarterly, every_two_weeks and weekly as available payment schedules. See invoicing for more information.

End of Month Installment Scheduling

Previously, policies that started at the end of a month could exhibit unusual behavior when installments “fell off” the end of the month. For example, with a monthly policy starting on January 31, since there is no February 31, the next installment would fall on March 3.

Now installments will fall on the same day, or the last day in a month for shorter months:

• January 31

• February 28

• March 31

• April 30

• etc…

Quotes in the UI

• The full installment schedule for a quote is now available in the UI. See the Future Invoices section on the quote.

• When searching in the UI, matches that correspond to a specific quote will be returned as quote objects. Each quote can be clicked to get to that specific quote.

2020-Jun-03: Version 1.3.160

Quotes

Socotra now has controls for when documents are rendered in the quotes workflow:

• Standard documents can be rendered at any of quote, accept, or issue.

• Invoice documents can be rendered at either of accept or issue.

By deferring rendering until documents are needed, performance can be improved, which can be important for quickly generating and comparing multiple quotes.

See the Quotes Documentation for details.

Note

Configuration Studio does not yet support GUI controls for the configuration settings for the document generatingEvent. This will be added to an upcoming release. You can use the text editor mode to add generating event properties to policy.json.

2020-May-27: Version 1.3.159

Bug Fix

Fixed a bug where it was not possible to change renewal documents in configuration studio.

2020-May-20: Version 1.3.158

Configuration Studio

Configuration studio now has the ability to rename products, exposures, and perils from the UI. Click the context menu icon and choose the Rename option.

2020-May-13: Version 1.3.157

Quotes

Released user interface support for the Quotes for New Business feature. Now, when the policy is in draft state, there is a dropdown that selects which quote to view and work with. The Create New Quote button allows creating new quotes based on the selected quotes as a starting point. Quotes can be individually priced with the Quote button. After the policy is issued, all quotes are accessible in the Historical Quotes section.

External Rater

Socotra now checks responses sent from external raters for the field exceptionMessage. If this field is found, the Socotra API will return an HTTP 409 error back to the client, with the error message in the message field. In addition, this message will be displayed to the user in the Socotra UI if the transaction originated from the UI.

Bug Fix

Fixed a bug where the create quote endpoint failed when a payload was included with the request.

2020-Apr-29: Version 1.3.156

Bug Fixes

• Fixed a bug that prevented document page numbers from being rendered correctly.

• Fixed a bug where policies with accepted quotes were erroneously marked as finalized.

• Fixed other minor quotes bugs.

2020-Apr-22: Version 1.3.155

New Product Library

A library of pre-configured products has been added to Configuration Studio. From the Home screen in Configuration Studio, click Add New and then click the Library tab. You can then choose from a list of products cultivated by Socotra.

2020-Apr-15: Version 1.3.154

CSS Injection

CSS Injection is a new feature that allows customizing the look and feel of the Socotra UI.

2020-Mar-25: Version 1.3.151

Quotes for New Business

Quotes for New Business is a new feature that allows the creation of multiple prospective versions of a policy, with different coverages and pricing.

• Underwriting, rating, and document rendering is controlled separately for each quote.

• User interface support for the Quotes API is underway and will be released soon.

• See Quotes documentation for details.

2020-Jan-07: Version 1.3.141

New Configuration Studio!

A new version of the configuration studio released. Users should migrate to the new studio available at https://studio.sandbox.socotra.com/studio/ and transition away from the old version located at https://studio.sandbox.socotra.com/configstudio/ which has become deprecated.

2019-Sep-04: Version 1.3.125

New ‘All Issued Policies’ Report

All Issued Policies is a report on all policies issued within a time range, similar in structure to the On-Risk Report. See reporting documentation for details.

2019-Aug-07: Version 1.3.121

Event Stream

The Event Stream API now supports a policy.end event which is fired when a policy expires.

2019-Jul-24: Version 1.3.119

Deposit Account API Deprecated

The Deposit Account API is now deprecated, and will be removed in a future release. See the API Change Log for details.

2019-May-01: Version 1.3.107

Peril Endorsements UI

The policy administration UI now allows endorsements on perils. Perils can be added, updated, and ended (same functionality as is in the API).

2019-Apr-24: Version 1.3.106

Claims Payables

• The API now allows recording payables at the subclaim level.

• See documentation here.

Reminder Events

• Reminders can now be configured to alert of impending events.

• The reminders will appear in the event stream.

• See documentation here.

2019-Mar-27: Version 1.3.102

Updating Peril Limits in the UI

In the UI, all peril limits are now editable. Configured default values still appear, but can be overridden.

2019-Mar-20: Version 1.3.101

Invoice and Document Attribution

In the API, invoices and documents created by cancellations, endorsements, and other policy operations are now returned with the locator of the policy modification corresponding to the creating operation. See documentation for invoices and documents.

2019-Mar-06: Version 1.3.99

Adding, Updating and Ending Perils During Renewals

Upon renewal, perils can be added to existing exposures. Existing perils can have coverage limits and other details updated, and can have coverage ended when the renewal period starts. See API documentation here

2019-Feb-20: Version 1.3.97

Adding Perils During Endorsements

An endorsement can now add a peril to an existing exposure. See API documentation here.

2019-Feb-13: Version 1.3.96

Renewal Documents

Documents can now be configured to be generated during renewals. See feature documentation here

Updating Perils During Endorsements

An endorsement can now update peril-level information via the API. See API documentation here.

2019-Jan-30: Version 1.3.95

Ending Coverage on Perils During Endorsements

An endorsement can now end coverage on an individual peril via the API. See API documentation here

2019-Jan-16: Version 1.3.93

Adding and Ending Exposures On Renewals

• Exposures can be added to a policy as part of a renewal.

• Exposures can be ended as part of a renewal, meaning they will not have coverage during the renewal period.

• See API documentation here

2019-Jan-09: Version 1.3.92

Field Updates on Renewals

• Field values at the policy and exposure levels can be updated upon renewal.

• See API documentation here

2018-Dec-19: Version 1.3.91

Rater Operation Type Now Available to Premium Calculations

Premium templates can take into account whether the calculation being performed is for new business, an endorsement, or a renewal. The rater operation can be accessed at data.operation See full premium calculation documentation here.

2018-Dec-Dec: Version 1.3.90

Get All Policyholders Endpoint

The API now supports loading all policyholders in an instance via a paging mechanism. See documentation here

2018-Dec-05: Version 1.3.89

External Rater Support

Support for a new External Rater service has been added to calculate premium, technical premium, and commissions in lieu of Liquid peril premium calculation templates. See full documentation here

2018-Nov-07: Version 1.3.86

Removal of Obsolete Liquid Filters

Several Liquid filters have been removed:

• set_peril_premium in favor of set_month_premium and set_year_premium

• add_commission in favor of add_month_commission and add_year_commission

• set_technical_premium in favor of set_month_technical_premium and set_year_technical_premium

• get_30_360_day_count

See Liquid filter documentation.

2018-Oct-24: Version 1.3.84

End of Life Notices

V2 claims and the card/form/dictionary configuration for them have been removed.

Several Liquid filters are being deprecated and will be removed on October 31, 2018. Update your configuration as soon as possible

• set_peril_premium in favor of set_month_premium and set_year_premium

• add_commission in favor of add_month_commission and add_year_commission

• set_technical_premium in favor of set_month_technical_premium and set_year_technical_premium

• get_30_360_day_count

2018-Oct-17: Version 1.3.83

End of Life Notice

V2 claims and the card/form/dictionary configuration for them are being sunset and will be removed on October 24, 2018. Update your configuration as soon as possible.

2018-Oct-03: Version 1.3.81

UI Improvements

• No more automatic deletion of input that doesn’t pass validation

• Number field values may now be deleted during data input

• No more autocorrection for text input into number fields

• Typing after selecting a dropdown field now matches the beginning of each option, rather than any text in it

• No need to select the Exposure when a product has only one Exposure type

• No need to select the Peril when a product has only one Peril type

2018-Sep-19: Version 1.3.79

Claims Report

The Claims report is a report of all claims in the system and their case reserves as of a given time. See Reporting documentation.

2018-Sep-05: Version 1.3.77

Subclaim Statuses

Subclaims may now be closed or reopened independently of the parent claim.

2018-Aug-29: Version 1.3.76

More Claims Improvements

Closing a claim now sets the reserves on its subclaims to zero.

2018-Aug-22: Version 1.3.75

Claims Improvements

• Claims are now validated against coverage dates. Loss reserves may not be set if no coverage was on at the incident time.

• The workflow has been simplified, with more information visible on each screen.

• You can now create and open claims with a single API call, and re-open closed claims for additional processing.

• The event stream now records changes to a reserve.

2018-Aug-15: Version 1.3.74

New Claims Redesign

• File claims and subclaims against a policy and specific coverage, respectively

• Record loss and expense reserves on subclaims

• Report on reserves

• See Claims for more information

2018-Aug-01: Version 1.3.73

Updates to Rating and Invoicing

• February and March invoices will have identical premiums for monthly billing.

• Premium allocation is done on an “actual days within a billing period” basis. See Premium allocation documentation.

• Socotra will automatically scale premiums for partial periods. You now specify premium in terms of 1 month or 1 year.

• To turn on these updates:

  • Add "improvedRating": true to /config.json

  • Replace all uses of (1) set_peril_premium with either set_month_premium or set_year_premium; (2) add_commission with either add_month_commission or add_year_commission; and (3) set_technical_premium with either set_month_technical_premium or set_year_technical_premium

2018-Jul-25: Version 1.3.72

User Management UI

You can now manage users in any given Socotra instance. This Supports viewing, creating, disabling, and updating users. Access this feature via the Administration link at the top right of the login screen. Administrator/Configuration Studio credentials are needed to manage users in an instance. Once logged in, you may also change the password for the user. Click the user name at the top right and select Settings.

2018-Jul-06: Version 1.3.70

More Security Improvements

• Rate-limited login

• Updated CORS policy

2018-Jun-27: Version 1.3.69

Security Improvements

• Updated GDPR compliance measures

• Simple and common passwords are no longer allowed. If a user tries to set too simple a password, the system will offer suggestions to improve it.

• Resolved vulnerabilities

2018-Jun-20: Version 1.3.68

Single Login for Configuration Studio

Configuration Tester no longer requires a second login.

2018-Jun-13: Version 1.3.67

Password Complexity Enforcement

During a password change in the Socotra UI, simple and/or common passwords are no longer allowed. If this happens, the system will offer advice on how to make the password more secure.

2018-May-30: Version 1.3.65

Lapsing and Reinstatement

Socotra now supports lapsing and reinstatement on unpaid policies, with a grace period. See Lapsing and reinstatement documentation.

End of Life Notices

• Socotra Administrator has been shut down. Use Configuration Studio instead.

• Socotra V2 has been shut down. It is no longer possible to log in to V2 test instances. Instances using the Policy-Exposure-Peril data model are on V3 and are not affected.

2018-May-23: Version 1.3.64

End of Life Notices

• Socotra Administrator will be sunset. Use Configuration Studio instead.

• Socotra V2 is being sunset. V2 instances show a warning indicating this. Instances using the Policy-Exposure-Peril data model are on V3 and will not be affected.

2018-May-16: Version 1.3.63

Easier to Understand UI Design

The updated UI design now applies to all Socotra instances. Improvements include:

• Related information is grouped together visually

• Higher-contrast design makes it easier to see what information is related

• More efficient use of screen space

• More consistent terminology and visual elements

• More intuitive workflows and button placement

2018-May-09: Version 1.3.62

Improved configuration Validations

Missing tax.liquid.premium file now results in an error while loading config Unused brand, payment, dictionary, and roles files are no longer required

Renewals Fees

Renewals may now apply fees. See Renewals documentation for details.

2018-May-02: Version 1.3.61

The Add Document endpoint now works for policies in any status. See API documentation for details.

2018-Apr-25: Version 1.3.60

Locator Format Change

Locators in future policies will be 9-digit decimal numbers rather than 36-digit strings. Existing policies will not change.

Settlement Types

Settlement types are now available on invoices in the API. Invoices can be settled as paid, written off, or zero due. See relevant API documentation for more information.

Field Groups in the On Risk Report

The first two instances of each field group now appear in the on risk report. Each field in the field group has its own column, and columns are named according to the convention: “[policy | exposure | peril ] [field group name] [1|2] [field name]”.

End-of-Life Notices

• The field policyInvoice2Response.paid has been removed. Use the most recent entry in “statuses” instead.

• The Commissions Report has been removed, and replaced with the “Payable Commissions Report.”

2018-Apr-11: Version 1.3.59

• All instances created after this version goes live will have encrypted policyholder data. Instances created before then will not be affected. All configuration and API endpoints remain the same

• You can now add multiple products quickly in Config Studio. The “Add/Remove” workflow now allows adding multiple new items without re-opening the dialog box.

• Perils are now shown in alphabetical order in the UI.

2018-Apr-04: Version 1.3.58

Renewals

Add a renewal term to a policy with the same coverage as at the end of the previous term but with new claims limits. See Renewals documentation and API documentation.

End-of-Life Notices

• The field policyInvoice2Response.paid will be removed on April 11, 2018, because it doesn’t mean what a user would expect and shouldn’t be used. Use the most recent entry in “statuses” instead. See API documentation.

• The Commissions Report is being removed, because the results of the report are not what a user would expect. Use the “Payable Commissions Report” instead.

2018-Mar-28: Version 1.3.57

• Endorsements can now change the policy end date, with the appropriate change in premium. See the endorsements documentation and API documentation for details.

• Configuration deployment tools now allow zip files of up to 50MB

2018-Mar-21: Version 1.3.56

• Configuration studio now loads faster.

• Dates in the Payable Commissions report now use the “YYYYMMDD” format.

2018-Mar-14: Version 1.3.55

• Use display names for taxes, fees, and perils in invoice document templates. This eliminates the need to format the field name to make it readable. See Relevant documentation for more.

• You can now add or remove products, exposures, and/or perils in Configuration Studio.

• The policy admin UX has been improved, with wording changes for clarity, breadcrumbs in the reporting UI, and report inputs shown above the preview pane.